-
Hao Zou, a portfolio manager at Pimco, has left to start a firm providing an artificial intelligence platform for hedge funds, family offices and other institutional investors.
January 14 -
See which advisors topped this year's list of the biggest producers under age 40.
January 13 -
Another team departed Credit Suisse, this time for William Blair.
January 13
-
The firm's former correspondent and advisor services supervisor will now oversee consulting operations reaching the firm's 1,900 advisors.
January 12
-
The new recruits move to the independent side of Wells Fargo.
January 7
-
Inspired by his football coach to consider planning, Raymond James complex manager Tony Barrett has focused on team success and the inclusion of African American advisors.
January 7 -
The head of the wealth management business is stepping down, while Colm Kelleher has been named president of Morgan Stanley, according to memos sent to employees.
January 6
-
Four recruits moved between the boutique wealth managers, making them the latest Credit Suisse advisors to pass on an offer to join rival firm Wells Fargo.
January 6
-
A few banks started paying their advisors by salary years ago--now others are considering the same.
January 6
-
Former chief executive Paul Purcell will stay on as chairman of Baird.
January 5
