01/15/2019
Since its founding in 2016, WealthTech has developed the technology to generate professional financial planning and advice for individuals regardless of their level of wealth, and to deliver this advice in a timely manner through both mobile applications
01/15/2019
He focuses on licensing, outsourcing, intellectual property, e-commerce, online liability, user-generated content and legal issues raised by emerging technologies.
01/15/2019
Both appointments were effective January 1, 2019.
01/15/2019
LPL has lured several wealth management practices from rivals in recent weeks.
01/15/2019
Tufenkjian had been with Wells Fargo for her entire 13-year career in the industry, according to her BrokerCheck profile.
01/14/2019
They will provide investment management, retirement planning and other wealth management services to individuals, families, businesses, non-profits and foundations at First Republic’s High Bluff office
01/14/2019
M&A activity in the Canadian energy sector is expected to pick up again this year
01/11/2019
Perella oversaw investment banking at Morgan Stanley before striking out on his own
01/11/2019
Prior to joining Circle Partners, Neri was Head of Client Relations, North America / Chief Operating Officer for Mainstream Fund Services (formerly Fundadministration Inc) based out of New York/Florida.
01/11/2019
LPL has added a team from Wintrust Investments with $640 million in assets to its hybrid platform.
01/11/2019
Six months can be a long time though, and JPMorgan made some big machine learning hires last year - adding Manuela Veloso in May and Apoorv Saxena in August.
01/10/2019
The exit of former CEO Lloyd Blankfein last month handed the long-time legal chief a mantle held by few: nobody at the firm today owns more of its stock than Palm, with a kitty of a million shares.
01/10/2019
He is a past board member of the Financial Planning Association of Middle Tennessee and member of the Middle Tennessee Estate Planning Council.
01/10/2019
The new CEO takes over at a time when insurers are bracing for elevated payouts to owners of long-term care policies
01/10/2019
Holden was most recently the bank's vice chairman for investment banking in Europe, the Middle East, and Africa
01/10/2019
As Wells Fargos head of Technology, Van Beurden will lead the companys technology and information security teams.
01/10/2019
We’re proud to welcome these talented professionals
01/10/2019
While at DCS, Berstein co-founded and led the internet and digital media practice for the firm.
01/10/2019
Mendenhall served as an active duty paratrooper in the U.S. Army 82nd Airborne Division.
01/09/2019
Their collective efforts have positioned the company well to continue strengthening risk management oversight and practices