03/25/2026
Supporting this evolution is a refined executive leadership structure that reflects EQB's growing scale, ambition and significance to the Canadian banking industry
03/24/2026
Together, the advisors bring more than 50 years of combined industry experience
03/24/2026
Together, the teams manage approximately $645 million in client assets, further extending Beacon Pointe's reach to clients nationwide.
03/23/2026
Reali will report to Swatika Rajaram, President, Bank and Broker-Dealer Solutions, and will be based in New York.
03/23/2026
She provided operational leadership across the agencies and organizations of the U.S. intelligence community.
03/19/2026
Firm Adds Two Senior Wealth Advisors
03/19/2026
Flanagan spent nearly two decades at BNY
03/19/2026
RJFS Interim President and Division Director David Sisemore will take over Bell's divisional leadership role through Sept. 30
03/18/2026
Mark Shpizner has joined Citi Wealth's asset manager relationships group.
03/18/2026
New Chief Digital Officer and Chief Transformation Officer to lead AI strategy, modernization, and enterprise‑wide transformation.
03/18/2026
Seasoned fintech entrepreneur to lead AI integration and next-generation platform development for the firm's ultra-high-net-worth clients
03/18/2026
Former Auction House CEO Will Expand the Firm’s Advisory Capabilities for Fine Art and Collectibles
03/17/2026
This strategic initiative underscores NPW's deliberate approach to building a leadership infrastructure that reflects the discipline, perspective, and long-term vision expected by the most discerning families and institutional partners in Canada and
03/17/2026
New role will enhance provision of investment strategy perspectives for Limited Partners, and provide strategic advice to Fortress’s investment personnel
03/17/2026
Move reflects strong performance under Beach’s vision and strategy as he returns to lead firm’s next phase of growth across wealth and asset management
03/17/2026
It was also the year that BofA made an exception to this rule and recruited Driss Haj Khlifa from Morgan Stanley for its Paris rates desk.
03/17/2026
Judge Margaret Ryan’s departure comes a month after she decried rumors that the SEC’s enforcement arm was falling short amid cuts.
03/16/2026
New role will enhance provision of investment strategy perspectives for Limited Partners, and provide strategic advice to Fortress’s investment personnel
03/12/2026
Before joining Fulton, she worked as a Fiduciary Advisor for Wilmington Trust and, prior to that role, as an attorney in trust and estate planning.
03/12/2026
Iffla brings more than a decade of experience designing and delivering family education and governance programs for families, financial institutions, and multi-generational wealth creators.