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Bank of America fired James Iannazzo after a video of him shouting expletives and insults at a Connecticut Robeks circulated on social media in January.
March 18 -
Luke Harangody is hoops royalty at Notre Dame. But at Midwest TAMP GeoWealth, he’s a rookie with a lot to prove.
March 16 -
Here's the news you might have missed over the last week in wealth management.
March 13 -
Check out the advisor moves, M&A and other news of the week in wealth management.
March 4 -
Heather von Zuben is one of a small number of Latina executives on Wall Street.
March 3 -
The CEO and board member Dani Fava stepped down from a startup that has helped more planners gain familiarity with digital assets.
March 1 -
Susan McKenna, the financial planning software’s head of marketing and business development, has been named interim CEO.
March 1 -
Take a look at the news of the last week in the world of wealth management.
February 25 -
But a recruiting expert says advisor independence comes with its own set of challenges.
February 25 -
The four-member team led by Brent Hablutzel is the second Merrill Lynch team from Denver to make the move to Rockefeller in as many years.
February 22