-
The RIA aggregators Prime Capital and Corient also made their marks with big acquisitions.
February 14
-
Mercer Global Advisors and EP Wealth also extend their reach into the Nashville, Tennessee area with RIA acquisitions.
February 7
-
Thrust into the top leadership role, Rich Steinmeier oversees strong results in his first six months.
February 6
-
Atop the standard-setting organization since 2007, Kevin Keller has seen its ranks of certification holders nearly double and has overseen work to bring more diversity to the profession.
February 6
-
JPMorgan also builds out the ranks of its private advisory group with execs poached from Goldman Sachs, Wells Fargo and Ernst & Young.
January 31
-
Rodney Halvorson says he agreed to join Morgan Stanley only if he could take two wealthy Mexican clients with him. But his transfers were blocked amid heightened money-laundering scrutiny.
January 30
-
Citi also announced it had hired Christian Zeinler from UBS to be the head of strategy for Citi Wealth and head of business execution for the private bank.
January 27
-
New chief executive Tony Miller has served as president of the large regional brokerage firm since 2023.
January 24
-
Citizens meanwhile extends its presence in Florida with a $750 million team from RBC and Envestnet hires a new CEO.
January 24
-
Raymond James also recruited from Charles Schwab, and LPL from Raymond James and Merrill
January 17
