03/24/2017
Ziegler Wealth Management has announced the promotion of Charles L. Butler, Jr. to vice president and financial advisor. Butler has been with Ziegler for nine years and serves out of the firm's Appleton, Wisconsin branch location at 2801 East Enterpr
03/23/2017
The duo will partner with the broader Nuveen distribution team to place new private funds onto the investment platforms of wealth managers serving retail and high-net-worth investors.
03/23/2017
Prior to joining Clarion, Ms. Flusk served as Vice President at Deutsche Asset Wealth Management (RREEF).
03/23/2017
Welch comes to Nuveen from Rothschild Asset Management where he was a managing director
03/23/2017
Traditionally the broker-dealer, part of the wider Dutch bank ING, had offered clients synthetic products through its legacy contract for differences (CFD) arm.
03/23/2017
Grillo left Bank of America in April last year.
03/22/2017
His election as an ACTEC Fellow is an honor and affirms the value that he consistently contributes to the field of trust and estates and to Northern Trust’s clients.
03/22/2017
The CEO of consumer and community banking at the New York company.
03/22/2017
David Mazza Joins OppenheimerFunds as Head of Investment Marketing and ETF Specialists
03/22/2017
The wirehouse team wanted to get ahead of a technology curve the industry is facing.
03/22/2017
He works with private and public companies on equity and debt financings, mergers and acquisitions and general business issues.
03/22/2017
Bronfman E. L. Rothschild appoints Director of Wealth Management
Napoli joins the firm with over 20 years of financial experience.
03/21/2017
NEPC’s Private Wealth Group currently provides a wide range of high-touch services to ultra high net-worth individuals and family offices
03/21/2017
A former UBS Wealth recruiter who now runs his own search firm.
03/21/2017
Mr. Bischof was previously co-head of Morgan Stanley’s financial institutions banking practice, where he served as a longtime deal maker for big insurance firms.
03/21/2017
A senior member of the firm's North America Litigation and Government Enforcement Practice, Colin has represented global and local clients in complex business disputes
03/20/2017
The firm focuses on institutional trading, investment banking, research and brokerage.
03/20/2017
Fidelity Southern in Atlanta will soon have a new bank CEO.
03/20/2017
U.S. Trust has announced that it has made the following new hires in the month of February
03/17/2017
Had set a goal of growing the firm's adviser base to roughly 650 advisers by around 2016.