11/20/2023
Osaic Congratulates the AmeriFlex Group® on Recruitment of Financial Advisors with Nearly $500 Million in Client Assets
Also joining Osaic through AmeriFlex is the advisor team of Jeffrey McNaney and Lucas Dancy-Cabeal.
People Moves
11/20/2023
Kyle Miller Joins EP Wealth Advisors As Head Of M&A
Leading nationwide RIA accelerates pace of growth with build-out of internal M&A team; Elevates current General Counsel to Chief Administrative Officer; Adds Director of Project Management Office
11/17/2023
Mirova US appoints two business executives to bolster its development in North America
Mirova US is appointing Stéphane Detobel and Francis Verpoucke, two highly recognized business professionals in the North American region.
11/17/2023
JPM Miami advisor joins Citi Private Bank’s UHNW LatAm lending unit
Manuel Al-Abdallah will provide lending solutions to Citi's ultra-high net worth private banking clients based in Latin America.
11/17/2023
Insigneo recruits int’l advisor vet from Merrill Lynch
Frank Fiore is the latest addition to the group's New York office which is led by former UBS executive Alfredo Maldonado.
11/17/2023
Zug fund management brings in ex-manager from Blackrock Switzerland
Studer is moving from the Swiss branch of the world's largest fund house Blackrock to PMG.
11/17/2023
Citi's MD exits include a rising star who hired hundreds of people
Sources say that Nina Guinchard, a New York-based managing director and global head of the institutional credit group within the transaction management team, is leaving.
11/16/2023
World class cyber response team join A&O to offer clients unrivalled holistic data offering
Their arrival complements and strengthens A&O’s existing and market-leading cyber and data offering.
11/16/2023
Northern Trust Asset Management Names New International Head of Quantitative Strategies
He will report to Michael Hunstad
11/16/2023
Andrew Forrest charges into asset management with Fortescue Capital
Based in New York, Fortescue Capital will be led by Robert Tichio, who spent more than 17 years and raised about $US43 billion at private equity firm Riverstone Holdings.
11/16/2023
Maya Joelson Joins Savvy Advisors as Founding Principal Wealth Manager and Global Investment Strategist
The Harvard-trained economist will lend her international markets insight to help the firm’s clients achieve their long-term financial goals
11/15/2023
Leading litigation partner Joseph Adams joins Dentons in Honolulu
Adams defends premises owners, subcontractors, manufacturers and distributors of various products, ranging from Fortune 500 companies to small businesses.
11/15/2023
BlueFlame AI Expands Executive Team with Four Strategic Appointments
Following its 2023 launch, BlueFlame is working with hedge funds, private equity firms and other alts to drive maximum operational impact
11/15/2023
LPL Financial Welcomes Financial Advisor Kane Vines
Looking to elevate his clients’ experience along with his desire to move to independence, Vines said LPL was the clear standout as the best fit for his business and his goals.
11/15/2023
Nitrogen Appoints SaaS Veteran Zitting as CEO, Doubling Down on Plans to Help Wealth Management Firms Grow
Aaron Klein passes the CEO baton after 12 years leading the firm; will continue as board member and strategic advisor
11/14/2023
Bradesco Private Bank appoints Miami head of int’l sales
Mauricio Farias will lead and coordinate the Brazilian private bank’s commercial strategy, efforts and teams in both Miami and Luxembourg.
11/14/2023
Carta starts third round of layoffs in 2023
San Fransisco-based Carta has previously made layoffs in January and July of 2023.
11/14/2023
Cetera Wealth Management introduces a new adviser
An established adviser joins Evershore Financial Group, part of Cetera, after leaving LPL Financial.
11/14/2023
Wealth Solutions Report Welcomes Brian Hamburger, Founder of MarketCounsel, To Editorial Advisory Board
Hamburger is the founder, president and CEO of MarketCounsel Consulting and founder and chief counsel of the Hamburger Law Firm
11/14/2023
Adjusted for Risk: Uncovering the Expectations of Millennial Investors
Van Leeuwen & Company's Jeff Mattonelli discusses ways to connect with the generation that relies on non-traditional sources to get their investment ideas and data.