C-suite

Blucora’s Avantax Wealth Management combines two firms that took competing approaches to serving tax professionals branching into wealth management.

Martin Gilbert helped build Aberdeen Asset Management through dozens of acquisitions starting in the early 1980s.

Charlie Scharf’s most immediate priorities include mending fences with regulators and getting the bank out from under a Fed-imposed asset cap.

Charles Scharf will replace interim chief Allen Parker at the bank.

"Asset managers, like many businesses today, are being asked to do more with less," an executive says.

Internal hire Chuck Hastings will make the move from the firm's asset management division.

The insurer lost four prominent female executives earlier this year in departures CEO John Schlifske called “a step backward.”

After a year marred by huge legal fines, questions about succession planning and a deepening slump in share prices, CEO Sergio Ermotti unveiled a revitalized board and replaced wealth management co-head Martin Blessing.

As the season comes to a close, check out these recommendations for advisors and clients.

The bank's performance puts it behind its largest U.S. competitors this year, signaling frustration in the market over the board’s quiet search.