01/02/2017
In the filing, released late on Friday, BB Seguridade said that Coelho’s predecessor as chief executive, 45-year-old Marcelo Augusto Dutra Labuto, would assume the role of chairman of BB Seguridade’s board.
12/30/2016
Koris is seen as promising financial planner with connections to Boston's medical community.
12/30/2016
Grossman is an industry veteran, whose career goes back to 1988 when she joined Kidder, Peabody, according to FINRA BrokerCheck records.
12/29/2016
Wirehouse claims adviser failed to inform it of outside business activities
12/28/2016
The move happened in mid-December, as the Department of Labor began resetting the rules for the deals advisers take to switch employers.
12/28/2016
Cury joined Luttner from First Financial Group in Baltimore and has worked in the financial services sector for more than 23 years.
12/28/2016
RobustWealth is a complete Robo-advisor platform
12/27/2016
Although a contraction of as much as 2 per cent is expected for 2016, most economists expect growth of about 3 per cent in 2017.
12/23/2016
The charge in investment banking advisory services, particularly in Saudi Arabia and Dubai.
12/23/2016
Mr. Lewis stated that with the integration of the businesses well on the road to being completed, he has decided to take some time with his family before pursuing his next opportunities.
12/23/2016
Meanwhile, two LPL-affiliated wealth firms with $2 billion in combined assets plan to merge
12/22/2016
He is based in the greater Philadelphia area.
12/22/2016
She replaces Ann Senne, who left for another firm last month, according to U.S. Bank.
12/22/2016
Triad Securities Corp. is an introducing broker headquartered in the Wall Street area
12/22/2016
Other positions include intermediary, subadvisory, third party and key account managers.
12/22/2016
The new recruit, George Mateyo, will report to Joe Calabrese who joined the bank in May to assume a new post as national head of investments
12/22/2016
Manolo Sánchez to remain as chairman
12/22/2016
He will be a valuable resource for our organization and instrumental in serving the complex wealth management needs of our international and South Florida clients
12/21/2016
In this role, Knorst will be a trusted financial advisor for current and prospective middle market commercial clients in the Central Florida market.
12/21/2016
Another potential hurdle for Yang could be trying to navigate the SEC's byzantine bureaucracy as an outsider.