12/09/2013
Convergent Wealth Advisors provides investment consulting services and customized wealth management solutions to ultra-high-net worth individuals and family offices with investable assets of $10 million and more.
12/09/2013
Prior to founding Soundport, which provided asset management services for investors in office assets located in Boston, New York, San Francisco and Los Angeles,
12/09/2013
BNY Mellon Wealth Management plans to expand its sales force by 50%, to 150 workers
12/09/2013
Stifel boosts Private Client Group
He will continue to provide wealth management and investment advisory services to his clients.
12/06/2013
Prior to joining Hasbro, Alperin practiced law in New York City for 20 years, dealing with corporate, public and private financial transactions, corporate mergers and acquisitions, compensation issues and securities law matters.
12/05/2013
Also joining the team from Wells Fargo Advisors are registered client associates Jaynie Guerrero and Angie Spinner.
12/05/2013
BNY Mellon Wealth Management continues its steady drumbeat of new hires.
12/04/2013
He will also focus on strategic modeling and market based tactical positioning for client portfolios.
12/03/2013
Deutsche Wealth Management appoints President of the DWS Funds
He will work closely with the funds' independent board members to ensure optimal oversight of the funds' management and operations.
12/03/2013
The move follows his decision to step away from his day-to-day role with the firm in August 2012
12/02/2013
Morgan Stanley hired high-yield debt analyst Todd Corsair from UBS AG as the fourth-largest underwriter of U.S. corporate bonds bolsters its position and the Swiss firm reduces the size of its investment bank.
12/02/2013
Deutsche Asset & Wealth Management today announced two senior private equity hires to support the growth of its alternatives business in the Americas and worldwide
12/02/2013
The Hiscox direct online small business platform in the US has rapidly grown to over 40,000 policies in force since we launched in October 2010.
12/01/2013
He is uniquely qualified to lead our talented wealth management team as we grow this important line of business for our company.
12/01/2013
The team had an annual revenue production of more than $1 million at Morgan Stanley.
11/29/2013
Try to imagine the local reaction had JPMorgan Chase & Co. sent a battalion of fast-talking New York executives to run the largest bank in Indiana Bank One after it bought the Chicago-based bank in 2004.
11/28/2013
Billionaire Alwaleed’s CFO Said to Quit Kingdom Holding for U.S.
Sanbar is stepping down after more than eight years with Riyadh-based Kingdom to move with his family to the U.S.
11/26/2013
Raymond James Recruits $1.7 Million Team
The team operates as the Massimi Group, an independent firm with offices in Armonk, N.Y. Securities are offered through Raymond James Financial Services, Inc., member FINRA / SIPC.
11/25/2013
S&P picks Citi custody division head for chief executive
A Citigroup executive has been named president of Standard & Poor’s Ratings Service.
11/25/2013
HighTower Advisors, an independent, adviser-owned firm that has grown by hiring from top U.S. brokerages, said on Monday that a Merrill Lynch adviser and her team have partnered with the firm.