07/02/2026
Drawn from across our US, European and Asian practices, they reflect the strength of our talent pipeline, the quality of our legal expertise and the scale of our ambition for the future.'
07/02/2026
In her role leading the data and analytics division, she was responsible for setting data and analytics strategy and governance standards
07/02/2026
Mr Plant’s appointment follows the arrival of Paul Jenkins as a senior director in Miller's US property team earlier this year and is part of the company's strategy to grow its North American wholesale operations.
07/02/2026
Wealth Enhancement grows to $158 billion with the addition of the two teams from the wealth manager founded in 1938.
07/01/2026
Michael Yannell rejoined Citi in 2019 as head of hedge fund research.
07/01/2026
Also, $16B RIA Caprock hires an ESG-investing head, upstart RIA Balefire hires a corporate retirement plan lead, and Calamos Investments adds to its wealth advice team.
07/01/2026
The RIA's president and chief business officer is leaving for personal reasons and will be replaced in the near future, according to a company spokesperson.
06/30/2026
She joins the firm from AllianceBernstein.
06/29/2026
Kassab assumes the role after serving as interim CEO following the retirement of Kathy Duvall in March.
06/29/2026
Marianne Lake, CEO of Consumer & Community Banking, is exiting after more than 25 years of service to JPMorgan Chase .
06/26/2026
The promotion of Petno and Rohrbaugh is a sign that JPMorgan’s board is also looking to its commercial and investment banking ranks as it develops the next generation of leadership
06/26/2026
Rohrbaugh has also been named CEO of Consumer and Community Banking, succeeding Marianne Lake.
06/25/2026
Veteran impact investing advisor brings 25 years of experience as Caprock expands its work with families seeking to align wealth with values, priorities and legacy
06/25/2026
Denisova previously spent over five years at digital trading and investment platform Robinhood and most recently held the role of COO of Robinhood Crypto.
06/25/2026
David Bellamy joins Prudential Advisors with a focus on growing his practice and offering clients enhanced support and investment solutions
06/24/2026
He also previously worked as head of compliance for publicly traded high-frequency trading firm Virtu Financial within its EMEA proprietary trading team.
06/24/2026
Industry wealth management veteran joins AI Workforce firm to fuel operating leverage improvement for advisory firms through the transformative power of AI
06/24/2026
Mr Brackenbury most recently served as deputy chief investment officer of the State of Michigan Retirement System.
06/23/2026
In his role, Nichols will spearhead Broadridge’s strategy, product development, and execution across the tokenization and digital asset arena, along with Co-President German Soto Sanchez.
06/23/2026
New Role Supports Strategic Investment in Stratos Wealth Holdings, Advancing Platform Capabilities and Long-Term Technology Strategy