06/24/2019
Merrill Lynch team managing $220 million moves to Janney
Four-adviser group in Lewes, Del., operates as MCH Wealth Management
06/24/2019
Four-adviser group in Lewes, Del., operates as MCH Wealth Management
06/23/2019
The hirings come less than a year after Citigroup combined its corporate lending and mergers-and-acquisitions advisory business with its unit that helps clients raise debt and equity.
06/21/2019
Bank of Montreal hires wealth management veteran
Kennedy, 54, who joined the Toronto-based bank last week, will lead a global expansion of the unit, with a team of more than 200 people, the company said Thursday in an emailed statement. She’ll be based in her native Chicago.
06/21/2019
In addition, Leo Robinson, an 11-year veteran of Morgan Stanley, has joined Wells Fargo Advisors in Boston as a managing director, according to AdvisorHub, which cites BrokerCheck.
06/21/2019
A Chicago native, Kennedy holds an MBA from Loyola University of Chicago.a
06/21/2019
The Fort Lauderdale-based firm has been offering its broker-dealer and back-office advisory services to US onshore advisors since it was formed in 1997.
06/20/2019
Robert McCabe will lead growth initiatives in South Florida
06/20/2019
Wealth management firm aims to raise $100M to invest in other companies
Venturi practices ‘farm-to-table’ investing
06/20/2019
AIG restructures reinsurance business under new leadership
He will oversee implementation of AIG’s assumed Reinsurance strategy with a focus on continuing to develop, market and deliver innovative reinsurance and capital market solutions to clients on a global basis.
06/19/2019
The bank has been reducing staff this year as trading and sales desks across Wall Street have struggled to make money and amid a broader cost-cutting effort by CEO Charles Scharf.
06/19/2019
A company spokeswoman confirmed Tuesday evening that Mr. Willcox would continue to run the business until the transition of responsibilities to Mr. Gatch at the end of the year.
06/19/2019
Collings has joined Colony as a Senior Wealth Advisor
06/19/2019
The $229 billion asset manager has brought in a team of four from a systematic hedge fund focused on U.S. equities.
06/19/2019
He has transaction experience spanning Internet, software, and payments—three sectors we see increasingly converging as our corporate clients pursue their strategic initiatives.
06/19/2019
Selected notable transactions that Mr. Zimbaldi has been involved in include advising Fiduciary Network on its sale process
06/18/2019
He has outstanding private equity transactional experience, especially in the healthcare industry, and a talent for leading complex deals for highly regarded firms.
06/17/2019
"Government is like this, it can't have suspicious people" in important positions, Bolsonaro told reporters.
06/17/2019
Growth in Our Advisory: Vanderbilt Financial Group continues 2019 with explosive growth in our Advisory Services in New York and across the country. Below are a few of the entrepreneurial leaders who have joined the team as Financial Advisors in Q2.
06/16/2019
Saini tendered his resignation as New York City's IT Commissioner and CIO June 13. The former Atlanta CIO was tapped to lead the Department of Information Technology and Telecommunications in January 2018.
06/14/2019
Fidelity partnered with former employee in his new fund, then reversed course