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John Brynjolfsson, after creating an $80 billion asset management business at Pimco and a $1 billion hedge fund on his own, will downsize to a $16 million mutual fund during the next stage of his career.
October 12 -
Credit Suisse's losses include a three-member team that generated $7.2 million in annual revenue, which joined UBS.
October 8
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Planner Brittney Castro takes an unorthodox route to prospecting young clients and if you don't like it, she's like, you know, cool with that.
October 7 -
John Brynjolfsson, the chief investment officer of Armored Wolf, said he is closing the money management firm to outside investors and converting it into a family office.
October 6 -
A recruit from M.J. Whitman heads to the regional broker's employee channel.
October 6 -
The bank's wealth management group is gearing up for more business in Nevada now that it has the ability to deliver trust services in the state.
October 5 -
A longtime wirehouse advisor with $48 million in AUM has joined regional broker-dealer Wunderlich.
October 5
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"We can shuffle women from one firm to the next all day long, but we're still going to be at that 15%," says Michelle Lynch, director of Raymond James' Network for Women Advisors.
October 2 -
The group of 5 advisors will be opening a new office for the regional broker.
October 1 -
The team made the move in part to be able to grow in new directions, says senior financial advisor Tommy Boyd.
October 1
