05/20/2026
His mandate includes strengthening global product governance and lifecycle management, accelerating innovation, and improving efficiency across the product platform— helping ensure Manulife WAM delivers differentiated, client‑focused, and future‑rea
05/20/2026
The Cayman-domiciled platform emerged earlier this year following Third Point Investors Limited’s reverse takeover of Malibu Life Re
05/20/2026
She will lead and expand services at CTWM that address the human and organizational side of ownership, including consulting, coaching, leadership development, and recruiting.
05/19/2026
Veteran Colorado advisor brings deep expertise in financial planning and business exit strategy to the growing Denver-based firm.
05/19/2026
Gavrilov, overseeing approximately $217 million in AUA, says he quickly realized the business impact of Cetera's service, support and sense of community makes Cetera the right place for him and his nearly 1,000 clients
05/18/2026
Garrett Gluth will oversee tax and compliance work for non-profit healthcare clients across the US.
05/18/2026
Curley, joining on 6 July, will succeed Susan Riel - a three-decade EagleBank veteran who is stepping down after seven years of leadership.
05/15/2026
Michael Bonomo joins as Senior Market Director and Taylor Wan joins as Market Director, reporting to Market Executive Emily de la Reguera
05/15/2026
She has remained deeply committed to helping individuals, families and business leaders navigate some of the most important financial decisions of their lives.
05/14/2026
Her appointment comes at a pivotal moment for the financial services industry, as rapid advances in technology and artificial intelligence continue to reshape markets, institutions, and client expectations.
05/14/2026
Jonathan Alpert will join Citi in September as Global Head of Insurance, bringing more than 28 years of experience in the insurance industry and investment banking.
05/14/2026
In his role, Mr. Kelley will work across several of the bank's specialized business units, helping strengthen connectivity across businesses, identifying strategic opportunities, and supporting the continued evolution of Emigrant's family office
05/13/2026
In this role, Wu will lead initiatives that support Orion Wealth Management’s continued growth and advisor adoption.
05/13/2026
She will oversee underwriting strategy, distribution and portfolio management across the region, reporting to Jason Keen, executive vice president and chief executive officer of global wholesale & specialty.
05/12/2026
Timboe joins First Western Trust following senior trust advisory roles at leading private banks, most recently serving as a Senior Trust Advisor at Wells Fargo Private Bank.
05/12/2026
The departures include Dimple Shah, head of strategy and client experience, who is moving to one of Vestigo Ventures' portfolio companies, according to a source.
05/11/2026
Crusonia is expanding its advisory team as part of its continuous goal to serve individuals and families.
05/11/2026
Chief financial officer Kurt Nestor, general counsel Akiko Yamahara and head of Latin America Antonio Gonzales are all leaving the bank’s wealth arm
05/11/2026
22-year industry veteran to lead financial planning and wealth management growth, strengthening outcomes for clients and families across 350+ advisor network
05/08/2026
Ducere Wealth Management has hired Alexis Miranda as wealth adviser at its newly opened office.