10/03/2012
“During the past several years, despite the challenging operating environment in the financial services industry, Janney has demonstrated the ability to be agile and take advantage of the right opportunities to advance our strategic plan,” sai
10/03/2012
Recently, however, they revisited the offer.
10/02/2012
Martuscelli brings more than 33 years of financial experience with J.P. Morgan Chase
10/02/2012
Wells Fargo has the third-largest U.S. brokerage by client assets, after Morgan Stanley Wealth Management and Bank of America Merrill Lynch.
10/02/2012
Merill aggressively recruiting Wealth Management brokers.
10/02/2012
Former Managing Director at Millennium PartNamed Global Head of Acceleration and Seedingners
10/02/2012
BNY Mellon has hired five professionals to fill newly created positions in its expanding wealth management business in Southern California.
10/02/2012
John is a dynamic and proven leader who brings to Marex Spectron significant expertise in strategy, risk management and deep knowledge across all asset classes.
10/01/2012
BNY Mellon Investment Manager Focuses on Continuing to Build Multi-Sector Capabilities
10/01/2012
He will be responsible for setting the strategic priorities for the Company's investment banking practice and integrating global operations to foster further cross border collaboration.
10/01/2012
Wells Fargo Securities has announced the addition of two industry veterans as part of an expansion of the public finance leadership team, based in New York.
10/01/2012
The departure deprives the unit of one of its most senior leaders following changes and dismissals that stemmed from the botched bets by U.K.-based trader Bruno Iksil, nicknamed the London Whale because the wagers were big enough to move the market.
09/30/2012
"That level of production is eye-opening," because only a handful of broker teams with more than $1 billion in assets under management leave any big brokerage each year, said New York-based financial services recruiter Danny Sarch, who has worke
09/27/2012
His move to Fieldpoint Private ends a 23-year career at Morgan Stanley Smith Barney and its predecessor firms.
09/27/2012
Signature Bank has announced the appointment of a new private client banking team and the addition of a private client group director to an existing team.
09/26/2012
“We really enjoyed our time at Deutsche and hope to continue the relationship from the client side.”
09/25/2012
In an interview, Barrage said that Baker's global reach was a main reason for his lateral move.
09/25/2012
Of the 34 small business bankers hired locally, 21 were in the Orlando area.
09/25/2012
"When you look at the future of the insurance and annuities space, it's not one of purely a product - it's more of a 'how does it fit into somebody's wealth' strategy,"
09/25/2012
“With our rapidly growing client base and increasingly successful business model, the strategic next step was to expand our team to include highly respected professionals with an average of more than 20 years in prime brokerage, and whose pedigrees