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Pennington has been with Edward Jones since 2000. She has held such positions as financial advisor; principal, branch and region development and principal, client strategies group before being named managing partner.
September 27 -
In addition to her work as global head of Citigroup's Citi Private Bank, Liu also co-leads the bank's Asian affinity network.
September 27 -
Cohen serves as BlackRock's senior managing director and chief investment officer of ETF and index investments, leading a majority female team.
September 27 -
Meister is guiding the company into the second phase of its transformation. Having honed its approach to ultra high net worth clients, it is now turning to a new segment — high net worth clients.
September 27 -
At the brokerage and wealth management arm of Ally Financial, Bell leads the team responsible for shaping the insight on investing and the global markets that is shared with customers.
May 5 -
Ta is aiming to reduce turnover at Wells Fargo Advisors by revamping the succession planning program.
May 5 -
Funding for wealthtech is also picking up, with firms attracting $1.5 billion across 62 deals in the third quarter.
November 10 -
From the fate of Veo One to account openings, here’s what Schwab’s leaders had to say.
November 3 -
Necessity, and a connection to holistic advice, has been the mother of new revenue streams, new clients and new offerings.
October 28InvestCloud -
The firm will use its warchest to expand its technology stack and make acquisitions.
October 27