• Wealth and Asset Management
  • People Moves
  • Legal, Regulation & Compliance
  • more...
    • FinTech

      Alternative Investments

      Investment Banking

      Comment, Analysis & Research

      Tax

      Retail Banking

      Planet SOS


People Moves

01/07/2025

J.P. Morgan Asset Management Strengthens Retirement Business with Strategic Hires

Experienced Retirement Experts Josh Forstater and Tina Anstett Join the Firm

01/07/2025

KeyBank Appoints Robert Weiss to Lead Family Wealth Business

He is based in New York City and reports to Key Wealth President Joe Skarda.

01/07/2025

Masttro Appoints Jay McNamara as Chief Executive Officer

Seasoned leader to accelerate wealth tech pioneer’s strong growth and momentum

01/07/2025

With Strategic Hire, Dynasty Financial Partners Sharpens Focus on Advisor Transitions

With Strategic Hire, Dynasty Financial Partners Sharpens Focus on Advisor Transitions

01/07/2025

Federal Reserve bank regulator Michael Barr to step down

Barr once said the Federal Reserve would “likely view it as unsafe and unsound for banks to directly own crypto-assets on their balance sheets.”

01/07/2025

Weiss to lead family wealth at KeyBank's multi-family office business

Former JPMorgan leader joins amid strong growth for the unit.

01/07/2025

$18B Homrich Berg Brings in Leader of Family Office Services

Tim Tallach has joined as director of advanced tax planning and family office services, as the RIA continues to expand its family office division.

01/06/2025

John Cervantes, CFA, Joins Prime Capital Financial

His extensive background equips him to address financial challenges and deliver strategies driving client success.

01/06/2025

Homrich Berg Adds Tim Tallach as Director of Advanced Tax Planning and Family Office Services

Industry veteran joins the $18B AUM RIA to expand and enhance client experience

01/06/2025

McLean Asset Management Names Paula Friedman as its Chief Executive Officer

Friedman, who has been with the firm since 2013, will succeed Alex Murguia. Murguia will continue to work as Executive Chairman and Chief Investment Officer.

01/03/2025

Orion Completes Acquisition of Summit Wealth Systems, Welcomes Reed Colley as President of Orion Advisor Technology

The definitive agreement was announced December 19, 2024, and further transaction details will not be disclosed.

01/03/2025

FTI Consulting Announces 2025 Senior Managing Director Promotions

Their success has contributed to — and reflects — our ongoing focus on building teams of people who care deeply

01/02/2025

Citigroup joins US lenders in exiting Net-Zero Banking Alliance

Financial firms, historically criticized for their connections to the fossil fuel industry, have made efforts to incorporate net-zero standards more prominently into their operations.

12/31/2024

Jean Murphy steps down as Recognise CEO

As Jean steps down from her role, the Bank has welcomed Simon Bateman as CEO

12/30/2024

Craig Schneider Joins Oppenheimer as Regional Director of Michigan

Appointment Builds on Firm’s Momentum Created by Recent Appointments to Strengthen its Presence in Virginia, Georgia, Tennessee and Texas

12/30/2024

Oppenheimer Announces Expansion of Emerging Markets Desk

Strategic Recruitments of Persio ‘Tony’ Perez, Michael Chatman and Bill Dolan as Managing Directors Builds on Growth Momentum of Fixed Income Team

12/27/2024

Needham Bank appoints VP of cash management relationship manager

"I am thrilled to join Needham Bank and contribute to the cash management sales strategy," Wichland said in the release.

12/24/2024

Farther Welcomes Financial Advisor Mark Manetti, Managing $200 Million in Assets

Manetti brings over $200 million in client assets and more than 20 years of experience in financial planning to Farther’s expert advisory team.

12/24/2024

Bison Adds High-Profile Palm Beach Key Private Bank Team

Bison is once again expanding in Florida with the addition of a new team

12/24/2024

$5.2bn Wealth Consulting Group taps retirement planning director

Erika Ferris will help the hybrid firm acquire and retain clients who are planning for retirement.

  • 1
  • 2
  • 3
  • …
  • 24
  • 25
  • 26
  • 27
  • 28
  • 29
  • 30
  • 31
  • 32
  • 33
  • 34
  • …
  • 662
  • 663
  • 664

Translate

Member Area

Forgot password?
New User?   Register Now!
  • Popular
  • Recent

Wealth Management Industry Awards Celebrates Excellence and Innovation at 11th Annual Ceremony

09-08-2025

Citi and BlackRock to Launch Investment Portfolio Solutions to Improve Wealth Management

09-08-2025

Cerity to merge with New York financial advisory firm Graypoint 

09-08-2025

California’s 50 Richest Suburbs, 2025: Where Ultra-Wealthy Families Call Home

09-08-2025

Fidelity Investments Launches WealthscapeSM Intelligence and Introduces New, Fully Digital Onboarding Enhancements

09-08-2025

Fiserv Continues European Growth by Closing Acquisition of AIB Merchant Services

09-08-2025

J O Hambro Capital Management appoints Bill Street as CEO as an investment in growth

09-08-2025

Northern Trust Names New Ohio Market President

09-09-2025

Looking To Score: Family Offices Play Sports Investing Game

09-12-2025

91% of Wealth Managers Have AI Ambitions–And Concerns. Eton Solutions’ AI Platform Addresses Both.

09-12-2025

$280 Billion in Average Daily Processed Trade Volumes on Broadridge Distributed Ledger Repo Platform

09-12-2025

Brandon Williams Named Head of Private Banking and Wealth Management for City National Bank

09-12-2025

Citi's big guns line up behind senior executive accused of sarcasm. Enraged broker faces disciplinary action

09-12-2025

SEC Close to Making Decision About Dual-Share-Class Funds

09-12-2025

Bank of America Upgrades Oracle (ORCL)’s Stock to Buy From Neutral

09-12-2025

ETFs consolidate as the core of investment portfolios

09-12-2025

The Wealth Mosaic

Quick Links

  • Industry Events
  • Free White Papers
  • Featured Multimedia
  • RSS Feeds

© 2006 - 2025 Managers of Wealth Network. [Latest wealth management news, research and opinion from around the World] | Privacy Statement | Terms and Conditions

Network of websites
Managers of Wealth | Europe | Offshore | Asia | Americas | Middle East | Africa | FinTech | Funds | Legal

  • Wealth and Asset Management
  • People Moves
  • Legal, Regulation & Compliance
  • FinTech
  • Alternative Investments
  • Investment Banking
  • Comment, Analysis & Research
  • Tax
  • Retail Banking
  • Planet SOS