10/10/2017
New Jersey’s World Insurance Associates Names Costa as COO
World Insurance Associates offers personal and business insurance solutions in 46 states.
People Moves
10/10/2017
RBC Taps New Wealth Consulting Chief
Nate Angelo comes on board one week after the wealth firm tapped a new head of recruiting
10/10/2017
HighTower Nabs Merrill Veteran, Another Manager Exits
He joins as HighTower has been slimming its administrative and managerial ranks amid rumors of a sale.
10/09/2017
HSBC’s head of equity capital markets for the Americas has departed
He established HSBC’s Latin America ECM business and also expanded its U.S. operation during his time in charge.
10/09/2017
GE names hedge fund Trian executive Ed Garden to board
The company’s lackluster stock performance was seen to have prompted Immelt’s departure.
10/09/2017
High Swartz Welcomes New Family Law Attorney
Attorney Brittany Yurchyk brings alternative dispute resolution expertise to full-service law firm
10/09/2017
Rapidly Growing Mariner Wealth Advisors Expands Omaha Office
Adding two senior wealth advisors, the national wealth advisory firm resumes aggressive growth plan
10/09/2017
Senior Morgan Stanley Broker in Virginia Leaves Amid Branch Manager Shuffle
Kurka, whose BrokerCheck record says he has not registered with another firm since his Morgan Stanley registration ended on Oct. 3
10/06/2017
Former UBS Private Wealth Regional Manager Joins Independent Firm
It’s taken a couple years and a lot of money.
10/06/2017
Private Client Resources Hires SVP of Product Strategy & Marketing
He was also a member of the founding team of Gapstow Capital Partners.
10/06/2017
AXA Taps Leaders for Investor Relations and Retirement Businesses
He was a senior vice president and managing director for Bernstein Global Wealth Management.
10/06/2017
HighTower hooks a 'rare' Miami catch
Hightower's growth and future as an RIA roll-up and outsourcer -- and recruits like Shachtman -- are not directly affected by restructuring that will affect high-production broker partners
10/06/2017
Chubb Announces New Field Leadership in Major Accounts Division and New York Region
John Alfieri has been appointed Executive Vice President of North America Major Accounts
10/06/2017
SEI appoints US Equity Portfolio Manager
His industry thought leadership and experience in manager selection were important to SEI.
10/05/2017
Grant Thornton names new leader of Financial Services industry practice
He was most recently at EY
10/05/2017
Atlas Private Wealth Management Expands Analysis Team
Justin Bogardus and Joseph Capobianco bring fresh investment insight to Atlas’s Albany office.
10/05/2017
U.S. Trust Hires Market Strategy & Delivery Executive
He holds a B.A. in English Literature from Yale University
10/05/2017
John Kerry Named Chairman of Bank of America Global Advisory Council
"Secretary Kerry’s insights into global affairs are of great value to our council as we focus on a rapidly changing world,” said Bank of America CEO Brian Moynihan.
10/05/2017
Instinet Appoints Head of International Electronic Sales
Greg joined Instinet from Deustche Bank
10/05/2017
KeyCorp appoints Key Family Wealth Investments leader
Key Family Wealth has been growing lately following a refreshing of the brand in 2016.