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Strong 2020 returns have given a boost to the Swiss bank's new CEO, Ralph Hamers, whose start has been overshadowed by a Dutch probe into his role in a money laundering scandal at his former employer.
January 27 -
Morgan Stanley Chief Executive Officer James Gorman leaped past JPMorgan Chase’s Jamie Dimon as the best-paid CEO of a major U.S. bank.
January 25 -
Firms are bracing for tougher times in Washington, where Democrats skeptical of large financial-industry paychecks are ascendant.
January 22 -
The investment plays on a trend, “which is the blurring of the distinction between traditional insurance products and wealth management products.”
January 13 -
The firm’s chief executive began setting the stage last year when he broke the company’s three business lines into five.
January 5 -
Jon Stein was a pioneer of the robo advice industry, building a $25 billion firm over the past decade.
December 8 -
The firm has sought to broaden the range of clients it targets with its wealth-advisory services.
December 4 -
For its next leader, Ohio National turned to a veteran executive with prior experience leading its independent broker-dealer.
November 25 -
“Financial advisors typically don’t speak athletes’ language, so athletes and entertainers gravitate toward those people who do,” said former Chicago Bears defensive end Adewale Ogunleye.
November 23 -
In a surprise announcement, Private Advisor Group tapped Moore as CEO nearly two years after he left Cetera for undisclosed medical reasons.
November 18