11/30/2023
Modern Wealth Management Appoints J.P. Rankin as Chief Compliance & Legal Officer
Rankin brings more than a decade of legal experience to help the firm establish and maintain a national, cohesive compliance program
11/30/2023
Rankin brings more than a decade of legal experience to help the firm establish and maintain a national, cohesive compliance program
11/30/2023
Mr. Levitt joined the TD Board in 2008 and has served as Chair since 2011.
11/30/2023
Andrew has long been a visionary for the Canadian Wealth Management industry
11/30/2023
They are joined by Senior Client Relationship Manager Erika Winters
11/30/2023
All appointments are effective March 1st, 2024, except for Ant’s, which takes effect January 2nd, 2024.
11/29/2023
Froda operates at the forefront of facilitating access to financing for small businesses.
11/29/2023
The transaction extends Perigon's footprint into Nevada and enhances the firm's California presence with an office in San Diego County.
11/29/2023
Susan brings rich experience in driving and supporting enterprise growth through disciplined fiscal management
11/29/2023
Greg is an excellent addition not only to the Global Distribution team but also PPM as a whole
11/28/2023
It is a new position
11/28/2023
Prior to joining the firm, Rice spent 17 years at Bank of America Securities
11/28/2023
Paglia brings extensive ETF industry leadership and experience to new leadership role
11/28/2023
There will be no change to the investment objectives of the Fund resulting from this change.
11/28/2023
He joins GoldenTree from Sixth Street
11/27/2023
GoldenTree has increasingly executed on strategic transactions
11/27/2023
He also appeared at the top of an annual ranking of the most generous American philanthropists in February; unsurprising given that he is estimated to have given away more than $4.8 billion.
11/27/2023
Boston-based advisor comes to Savvy from Schwab, where he oversaw more than $1 billion in brokerage assets for over 350 individuals, institutions, and families
11/23/2023
The bank had intended to streamline operations and cut costs through natural attrition but found that recent improvements to its corporate culture have led to higher employee retention than anticipated.
11/23/2023
CEO hails new board member for her "broad insurance experience"
11/23/2023
His approach is not just about providing tax services; it's about nurturing businesses to thrive in a competitive landscape.