-
Following the success of her latest album and landing three Grammy nominations this year, the megastar's net worth is in the untold millions. With a Merrill Lynch advisor for a father, it begs the question: who is advising the pop star?
February 9
-
High-net-worth unit of one of industry's biggest bank programs gets new leader in Terry Jenkins.
February 9 -
Conrad Siegel Investment Advisors's parent company serves defined benefit and 401(K) plans. Executives at those client firms became the clients for the advisory spinoff.
February 6 -
The recruit takes on a new role as complex manager at the firms latest office in Birmingham, Ala.
February 6 -
New hire will split his time between two community banks that Wintrust's holding company owns in the greater Chicago area.
February 6 -
Two veteran wirehouse advisors joined regional broker-dealer Wunderlich.
February 6 -
Merrill Lynch wants to position its wealth managers to better help their clients navigate the hurdles of old age.
February 5
-
Two UBS advisors managing $170 million in assets joined Baird.
February 5 -
The senior regional vice president will oversee new bank and credit union clients for Cetera in the eastern part of the U.S.
February 5 -
These firms have made advisor-friendly cultures a crucial part of their success in both retaining advisors and recruiting new ones.
February 5
