03/15/2017
In Rare Hiring Move, Merrill Recruits a Brazil-focused International Broker
The broker has been with BTG Pactual, a Brazil-based investment firm once owned by UBS AG.
03/15/2017
Lynch Led Bank’s Giant Mortgage Settlement With Justice Department
03/15/2017
Legion Partners has agreed to withdraw its notice of nomination and submission of a business proposal submitted to the Company on February 6, 2017.
03/15/2017
State Street is one of the leading providers of investment manager outsourcing services with more than 60 clients globally.
03/14/2017
She “spent time in various lines of business, supporting both commercial clients and high net worth individuals
03/14/2017
He serves as a board member of Alpha Source, Inc. and Workforce Insight.
03/14/2017
FAM manages over CDN$10 billion in fixed income and equity assets for several leading Canadian financial institutions.
03/14/2017
As chief investment officer of his family office.
03/14/2017
The PIMCO Investment Committee and his portfolio expertise spans co-head of the agency MBS portfolio management team.
03/14/2017
He is a former senior official at the Federal Reserve and at US Treasury, after which he worked at BlackRock.
03/13/2017
Olney is arriving at Fiduciary Trust with two decades of experience in financial and client services, most recently serving as trust officer at U.S. Trust.
03/13/2017
Jen Easterly joins Morgan Stanley, Merrill Edge redesigns its mobile app and biotech is hot right now.
03/10/2017
Former U.S. Bank executive joins RBC as head of Wealth Planning
A 25-year veteran of the financial services industry, O'Leary most recently served as the head of investment solutions for U.S. Bank Wealth Management.
03/10/2017
Citi Private Bank Recruits New Talent
Seattle remains an important market for Citi Private Bank, particularly amongst the ultra-high net worth client segment.
03/10/2017
Wells Fargo Dolls Up Its Wealth Unit with American Girl Hire
The bank’s Abbot Downing division said Thursday that it had hired historian Mark Speltz from the -owned
03/10/2017
Thousands of employees were fired due to customer abuses, which stemmed from aggressive sales targets implemented by managers.
03/10/2017
He has been a leader in defining KPMG's global strategy and a champion in promoting an inclusive and high-performing culture throughout the KPMG network.
03/10/2017
Wells Fargo Asset Management’s priorities align well with what I believe clients will want and need in the future
03/10/2017
The firm has a high regard both for the role of the advisor and the interests of our clients.
03/10/2017
As president of Man FRM, McCloskey is responsible for overseeing a number of key strategic relationships and driving the expansion and evolution of the business in North America.