06/01/2018

CAPTRUST boosts board of advisors

Leveraging the Board's collective wisdom enables CAPTRUST to withstand ongoing growth opportunities and enhance its service offerings.

05/31/2018

Merrill Lynch and UBS Lose Large Producers

Meanwhile, in Pasadena, Calif., Iain Whyte, Simon Holford and Bryan Muth have left Merrill Lynch to launch their own independent wealth management practice, Pasadena Private Wealth, according to FA magazine.

05/29/2018

Rockefeller Capital Management boosts board

In addition to Rockefeller Capital Management, Jung serves on the boards of Apple and Unilever. She was previously a director of General Electric and a supervisory board member of Daimler AG.

05/29/2018

Wells Fargo Loses Reps to Kestra

Kraus began his career in the industry at Morgan Stanley but switched to Wells Fargo in 2009, according to his BrokerCheck profile.