11/21/2012
State Street Corporation has announced that Executive Vice President and Chief Financial Officer, Edward J. Resch, 60, has informed the company of his plan to retire in 2013, after more than a decade in the role, following the appointment of his successor
11/21/2012
He will replace Jeffrey Lindsey, who told BlackRock he is leaving in February after 10 years, Collins said.
11/19/2012
The Charlotte-based bank announced the move Monday morning
11/19/2012
Credit Suisse press officer Victoria Harmon declined to comment in a phone interview
11/19/2012
She will succeed Doug Braunstein, who will become a Vice Chairman of the company following Ms. Lake's transition into the CFO position in first quarter 2013.
11/19/2012
He will help BlackRock make the sometimes difficult case to its customers to use a combination of actively-managed and passively-managed investment strategies.
11/19/2012
Nomura has expanded to 2,425 employees in the Americas as of Sept. 30 from 1,468 three years earlier, according to company filings.
11/18/2012
The group will consist of 50 to 75 salespeople, Eric Benedict, head of capital markets for Morgan Stanley Wealth Management, said yesterday in an interview.
11/18/2012
The brokers, who in total managed more than $2 billion in client assets at their old firms, came from the U.S. brokerages of Morgan Stanley, Bank of America, UBS AG, Royal Bank of Canada, Stifel Financial Corp and Wedbush Morgan.
11/15/2012
Credit Suisse has been a major source of its hiring.
11/14/2012
David A. Noyes, a 104-year-old boutique investment firm with locations across the Midwest
11/14/2012
Wells Fargo & Co said on Wednesday that it added four adviser practices
11/14/2012
Four legacy Smith Barney advisors with a combined $500 million in assets and $3.2 million in production have joined RBC Wealth Management.
11/14/2012
ichael is known in the area for his exceptional advice and guidance
11/14/2012
Koletar joins the LPL Financial-affiliated independent wealth management firm
11/13/2012
The advisers had been based out of Morgan Stanley Wealth Management's San Diego office.
11/13/2012
He will report to Danny Ludeman, chief executive of Wells Fargo Advisors
11/12/2012
Beacon Pointe Wealth Advisors leverages economies of scale with its partner parent firm, Beacon Pointe Advisors, the $5.5 Billion RIA (as of 9/30/12), to provide joining firms with instant brand synergy, access to proven processes and strategies and maxim
11/12/2012
New York is an important market for us
11/11/2012
He was accused Nov. 8 by the U.S. Commodity Futures Trading Commission