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Wunderlich Securities has added six wealth management professionals, including five from Morgan Keegan. In the past six weeks, 15 people have moved from Memphis-based Morgan Keegan to Memphis-based Wunderlich.
May 15 -
The companies, based in Fort Lauderdale and San Francisco respectively, have been fighting an uphill battles against larger competitors. They said in a press release Tuesday that the merger will create a firm, with the scale and resources to provide an alternative for independent investors.
May 15 -
On May 15, 2012, Joe Mansueto of Morningstar promoted a former analyst to head the firm's data unit.
May 15 -
On May 15, 2012, UniCredit, the parent company of Pioneer Investments, appointed Sandro Pierri as the new Head of Asset Management.
May 15 -
On May 15, 2012, Hatteras Funds added Thomas Riegert as an associate, portfolio management.
May 15 -
Putnam Investments has recently named new additions to its external wholesaling team via hires and promotions.
May 15 -
On May 14, 2012, Hatteras welcomed in a new CEO.
May 14 -
On May 14, 2012 AllianceBernstein named a new CFO.
May 14 -
Botsford Group specializes in asset protection strategies, and manages clients investing through its proprietary Lifestyle Driven Investing approach.
May 14 -
On May 14, 2012 Putnam added eight external wholesalers to its sales force.
May 14
