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On April 13, Touchstone revealed its growth plans to MME.
April 13 -
The financial services provider looks to grow its wealth management division by adding four advisory groups and a new senior vice president.
April 13 -
BNY Mellon Wealth Management has named an expert in philanthropy and planned giving sales director of its Charitable Solutions Group.
April 12 -
The move reflects the ongoing erosion of wealth management market share in the wirehouse channel, the firm says, citing numbers from Cerulli Associates.
April 12 -
Fred Alger Management, on April 12, 2012, has added Gregory Adams to the portfolio management of the ALger Growth & Income Fund
April 12 -
Denver-based Whitebox Advisors, the $2.3 billion asset management firm founded by Andrew Redleaf, is making a concerted push into the RIA channel with the help of third-party marketing firm Havener Capital Partners LLC.
April 12 -
On Aprill 11, Mirae Asset Management named a new retail sales head.
April 11 -
Drawn by the independent business model, Douglas King is leaving a 25-year career at Merrill Lynch in Minnesota to become the Los Angeles-based president of Financial Network Investment Corporation, a Cetera Financial Group company.
April 11 -
Matt Lynch, a principal at Tiburon Strategic Advisors, has joined the board of directors of client account aggregation firm ByAllAccounts.
April 11 -
Associated Bank has hired Douglas Lee as senior vice president and trust manager on its investment advisory team in Green Bay, Wis.
April 11
