03/22/2023
Lowndes brings over 25 years of integrated financial services experience to Angeles Wealth, specializing in developing technology, compliance, trading, and risk management solutions
03/22/2023
Together they will be responsible for all aspects of the Ballentine Partners investment strategy
03/22/2023
Anchoring in these core pillars offers a level of transparency to wealth management
03/20/2023
Next gen advisor from Morgan Stanley launches wealth management firm with $170 million in client assets and partners with Sanctuary to scale business for future growth
03/20/2023
Regan holds a master of business administration in finance and a bachelor of science in accounting
03/17/2023
At age 37, Wohlforth is the youngest partner in the firm’s history to be appointed to the position.
03/17/2023
Prior to that, he was with TD Wealth, Private Wealth Management, where he developed strategies to assist high net worth clients achieve their financial goals.
03/16/2023
Ready to launch their new independent financial practice, Mijares and Ettlin turned to LPL and Mariner to help free up time to focus on their clients
03/16/2023
Sam has led a number of significant initiatives, including the Credit Suisse migration to Torstone’s Cloud Platform.
03/16/2023
The father-son pair, David and Paul Gwidt, will operate as Gwidt Wealth Management Group in Racine, Wisconsin.
03/15/2023
In his legal practice, he has more than two decades of experience representing health care providers, including physicians, medical group practices, hospitals, ambulatory surgery centers, diagnostic testing facilities and other health care practitioners s
03/14/2023
New Special Committee to Continue Mandate Currently in Progress Evaluating Management Group Bid
03/14/2023
New CEO Tim Mayopoulos said the bank is “conducting business as usual”.
03/14/2023
The leadership change comes during a momentous time for the country’s banking sector, with President Biden on Monday trying to reassure Americans the industry was safe following two high-profile bank failures.
03/13/2023
New leader strengthens fast-growing, private banking firm
03/10/2023
Seasoned CFO Brings Unparalleled Expertise in Corporate Finance Strategies That Drive Scale, Simplify Processes and Empower Organic and M&A Growth for Independent Wealth Management Enterprises
03/10/2023
Socium bolsters leadership team with key hire
03/10/2023
With more than 30 years of combined planning experience and more than $200 million in client assets managed over their careers, duo looks to tap into the power of the LFN community to grow their practices and enhance client service.
03/10/2023
Whiting brings decades of public company experience
03/09/2023
Previously, Ilias was Global Head of Relationship Management, Sales and Marketing at Alter Domus