03/10/2015
BofA Merrill Lynch hires adviser from RBC
Slevin and his three-person team managed more than $300 million in assets at RBC and had over $2.5 million in annual fees and commissions, Merrill Lynch said on Tuesday.
People Moves
03/10/2015
Baird hires six advisers from Morgan Stanley, UBS, Bank of Kentucky
The group, with about 80 years of combined industry experience
03/10/2015
Fiduciary Trust boosts team
She joins Fiduciary Trust from Wells Fargo Private Bank
03/09/2015
Barclays appoints new Americas M&A head
Barclays also announced that Steve Wolitzer has been named vice chairman of banking.
03/09/2015
Standard Chartered appoints regional CFO for Americas
He will be based in New York, will oversee implementation of the bank's Americas financial strategy and cost management.
03/09/2015
LPL Financial Appoints Two Top Strategists to Research Team
As a partner and chief investment officer until 2005, Peterson oversaw all investment research
03/09/2015
Colony Group appoints chief marketing officer
Prior to joining Colony she spent over seven years as the VP of Marketing and Advisor Coach at Focus Financial Partners, LLC
03/09/2015
Canada’s long-serving bank ombudsman leaving job
Canada’s long-serving financial industry ombudsman is leaving his job and heading to the Channel Islands.
03/09/2015
ABN AMRO Names Sarfaty New Diamond and Jewelry Head
ABN AMRO has named Jeff Sarfaty head of its diamond and jewelry desk for North America.
03/08/2015
Hammer rejoins PIMCO
He has 13 years of investment experience.
03/08/2015
Lantern Investments hires industry veteran
He has four decades of experience in private client investment and wealth growth. He started his financial career at Merrill Lynch.
03/06/2015
BMO announces Milwaukee leadership changes
Kaiser has worked at BMO for 19 years
03/06/2015
RBC Wealth Management names director of Syracuse branch
RBC Wealth Management announced it has appointed Brewster Sears as the new branch director of its Syracuse–area office.
03/06/2015
Golden State Wealth Management boosts team
Golden State Wealth Management welcomes its newest affiliate, James Goetz
03/05/2015
JPMorgan Names Co-Heads of North American and European M&A
JPMorgan is ranked first in global M&A this year
03/05/2015
UBS Reveals Six New Hires for U.S. M&A
Mr. Pickett and Mr. Strug were previously co-heads of the consumer retail group at Evercore
03/05/2015
NFP Retirement Adds Five Consultants
These additions are in line with NFP Retirement’s commitment
03/05/2015
Directional Wealth Management Welcomes New Team Member
He is currently licensed in New York and New Jersey. Christian is a resident of Lake Hiawatha.
03/05/2015
Evercore Wealth Management expands team
He reports to Iain Silverthorne, a Partner and Wealth Advisor at Evercore Wealth Management.
03/05/2015
Raymond James names regional director for West Coast
He has more than three decades of experience in the financial services industry, will be based in California.