06/20/2014
Senior Vice President/Investments Robert Chanin, a 34-year investment industry veteran currently based in Stifel's office in Macon, Georgia, will split his time between Atlanta and Macon. Combined, the four advisors are responsible for more than $490
06/20/2014
Advisers Michael Gegen and Monty Reedy managed $230 million in client assets at RBC and had combined annual fees and commissions of $2 million.
06/19/2014
His experience includes more than 14 years in financial services including 12 years focused on the biotechnology industry.
06/19/2014
JPMorgan Chase Names Midwest Chair
Most recently, Bean was President and CEO of the Executives Club of Chicago
06/19/2014
Jackson’s hiring comes two months after Veranda Dickens became chairman of the board
06/19/2014
Bank of America Merrill Lynch has enticed a former BlackRock managing director out of retirement to head its affluent segment and strategy.
06/18/2014
NFP Advisor Services boosts Fusion Advisor Network
NFP operates in three business segments
06/18/2014
A UBS advisor team managing about $430 million in assets jumped ship to regional broker-dealer
06/18/2014
Guggenheim Securities Hires a new Head of Leveraged Finance
He will focus on further developing the firm's capabilities in the origination, underwriting and syndication of leveraged loans and high yield bonds.
06/18/2014
The move from a major investment bank to an alternative asset manager illustrates the growing appeal of non-bank financial firms to finance professionals as new financial regulations after the 2008 financial crisis reshape Wall Street's competitive l
06/18/2014
Private wealth management division of CIBC adds three senior-level execs
The U.S. private wealth management division of CIBC, announced today the addition of David M. Butts, Michael D. Zeier and Trevor J. Hancock to the firm.
06/18/2014
The team reports to Mick McLaughlin, Head of Passive Distribution in the Americas.
06/17/2014
RBC Wealth Management Enlists 23-Year UBS Veteran
RBC growing wealth management division, this year hiring eight new financial advisers who collectively managed at least $880 million in client assetsser
06/17/2014
Expands global equity capabilities with hiring of veteran portfolio managers
06/16/2014
The role is new and Mr. Bilton started last weekweek of June 9 in London.
06/16/2014
It also signals the increasing demand for global fixed income product in the market
06/16/2014
Threadneedle Investments has announced four appointments to its US Equities team.
06/13/2014
RBC Recruits Morgan Stanley Director
Anderson started his career in 1994, and has been a branch manager and complex manager
06/13/2014
Our market share in the southeast is low relative to other territories
06/13/2014
Blake will focus on advising healthcare services companies and will commence work at Guggenheim in September 2014.