06/12/2019
Atria Wealth Solutions Adds General Counsel to Expanding Team
"This hiring is a reflection of our growth plans.
06/12/2019
"This hiring is a reflection of our growth plans.
06/12/2019
Balentine appoints Head of Family Office Services
In addition to an impressive career in asset management, Mark Bell has lectured at the University of Oxford in England
06/12/2019
BNY Mellon hires former Obama chief of staff
He has also served on the boards of a number of corporate, academic, medical, charitable and civic organizations, and is a recognized authority on business and economic growth, global competitiveness and international trade.
06/11/2019
Enclave Wealth Advisors expands Sanctuary’s network to California
06/11/2019
The team acts for Chile’s largest insurers and reinsurers, as well as international insurers, reinsurers and corporates.
06/11/2019
Frazier & Deeter appoints International Tax Partner
Prior to joining FD, Dawson served as an International Tax Partner with two Big Eight accounting firms, serving in both U.S. and international leadership positions.
06/11/2019
It gives me great pleasure to announce that these accomplished individuals “ Adam, Mariem and Ryder “ will be joining the CIRI Board.
06/11/2019
Fiduciary Trust Welcomes New Wealth Director
Ms. Perez has over 14 years of experience working with high-net-worth clients in various wealth management roles throughout her extensive career in North America and Europe.
06/10/2019
She joins Callan from Aon Hewitt Investment Consulting
06/07/2019
Dallas-based Prospera, founded in 1982, offers support services to independent financial advisors around the country, the company says.
06/07/2019
Marais will oversee Wells Fargo's $476 billion asset management unit, replacing Kristi Mitchem months after she left.
06/07/2019
“I am delighted to welcome Meredith to Aspen Re. Her proven track record and deep relationships with brokers and clients, spanning over 20 years, will be a fantastic addition to our strong team," said Dunleavy.
06/07/2019
In 2016, UBS pulled back on recruiting, citing high costs.
06/07/2019
I'm excited to welcome Claudia to the Endeavor family and look forward to continuing to support the organization," Maydón said.
06/07/2019
Meanwhile, advisors in Idaho and Texas joined LPL's platform.
06/06/2019
Mr. Abramson joins Barclays with close to 20 years of experience in banking
06/06/2019
The hires, which all have 20 or more years of experience in the wealth management industry
06/06/2019
Experienced Addition Further Strengthens Healthcare Advisory Practice
06/06/2019
Prior to joining IHS Markit, Giannaros spent 15 years at Charles River Development
06/05/2019
Invesco's US offshore unit is now part of its EMEA retail distribution unit with Baughan reporting to Íñigo Escudero, head of distribution for Iberia and LatAM at Invesco.