09/18/2012

Wells Fargo hires from Morgan Stanley, UBS, Chase

Wells Fargo & Co has bolstered its independent broker force with the addition of three veteran adviser teams from rival firms Morgan Stanley Smith Barney, UBS Wealth Management Americas and Chase Bank.

09/17/2012

McKinley Carter Wealth Services boosts team

He has accumulated 30 years of experience directly in the field of investments during which he has overseen investment programs with more than $6 billion in assets under management.

09/17/2012

Goldman Power Exec Goes With Cogentrix to Carlyle

He s currently a Managing Director at The Goldman Sachs Group with responsibility for power asset investments made through Cogentrix Energy, an independent power producer and wholly owned subsidiary of Goldman Sachs.

09/17/2012

Merrill advisers go independent, join Concert Wealth

He said he made the move to be able to have greater independence in offering financial planning and investment advice more in line with his clients' interests, rather than feel pressured to push any particular bank products to them.

09/12/2012

SignatureFD expands client relationship team

He will focus on guiding clients through the full life cycle of wealth, including the design and execution of sophisticated wealth accumulation, preservation and transfer strategies.