10/17/2025
Barron’s says it compiled the ranking based on “the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors’ practices.”
10/16/2025
Jennifer Votano and Evelyn Pepe bring decades of experience advocating for women advisors and clients
10/16/2025
J.P. Morgan Private Bank announced the promotion of Justo Schiopetto to associate and banker for its Miami offices
10/16/2025
The appointment of Mr. Kelly comes as Rothschild Wealth Partners continues to build on its nearly 120-year legacy
10/16/2025
Thomas Burleigh and Michael Hanlon expand the firm's local financial planning and investment management expertise and capabilities
10/16/2025
Ms. Kenneally most recently served as Senior Private Banker for the New England region at BNY Mellon Wealth Management
10/15/2025
J.P. Morgan Private Bank Announced the Addition of Antonio López Doddoli to Its Latin America Team as Vice President and Banker at Its Houston Offices
10/15/2025
Seasoned wealth management leader joins $86 billion RIA to accelerate partner firm success and growth
10/15/2025
Comprehensive wealthtech platform plans to launch new capability in 2026
10/14/2025
In this position, Mr. Trihy will lead the expansion of Wellington’s evergreen private investing capabilities for private wealth clients.
10/14/2025
Kevin Beard has joined WealthVest as Chief Strategy Officer, where he will lead a new initiative, WealthVest Investment Services.
10/14/2025
Brian will oversee the company's international commercial property and casualty (P&C) insurance business
10/13/2025
In his role, he will assist clients with personalized financial planning, individual retirement accounts, employer-sponsored retirement plans, investment brokerage services, college savings plans, trust accounts, charitable giving solutions, life insuranc
10/13/2025
Multigenerational advisory firm with offices in Washington, Idaho, and Illinois joins Cetera for its technology, personalized service, and commitment to supporting independent financial advisors
10/10/2025
The Edmonton Branch is one of Raymond James Ltd.'s biggest offices, with 30 advisors and almost 40 associates.
10/10/2025
Jones brings nearly three decades of leadership experience in financial services, spanning compliance, supervision, and operational excellence.
10/10/2025
The approach mirrors other multi-strategy giants such as Citadel
10/09/2025
Both will be based in the bank's offices located in downtown Miami and will report to Catherine Lapadula, managing director/market executive of UBS Florida International
10/09/2025
Both will be based in the bank's offices located in downtown Miami and will report to Catherine Lapadula, managing director/market executive of UBS Florida International
10/09/2025
The sales head for BNY's multi-boutique joins from American Century Investments and will be based in New York.