-
Mitchell Expands Sales Team at Leuthold Group; King and McIsaac Added to Vanguard Leadership Team; Velotta Among Multiple Promotions at Cohen Fund
February 10 -
Independent wealth management firm Gresham Partners hopes that Bonaguidis experience and contacts within the company will enhance their wealth planning strategies.
February 10 -
Patrick Goshtigian takes the helm as the firm continues an expansion that began in 2005, via core operations and acquisitions.
February 9 -
Barclays Wealth has tapped eight financial advisors to join its Los Angeles and Chicago forces in its latest move to bolster its Americas expansion strategy.
February 9 -
The newly created firms target net-worth range is broad enough to allow Angeles Wealth Management to allocate clients money in a wide range of asset classes.
February 8 -
Independent broker-dealer and RIA Lincoln Investment Planning has agreed to buy broker-dealer and RIA Capital Analysts from Western & Southern Financial Group, the firms announced. The deal, terms of which were not disclosed, is expected to close in the second quarter of this year.
February 8 -
With a projected valuation of as much as $100 billion, Facebooks imminent IPO may portend great things for social media. But many planners feel less bullish about its prospects for delivering investment returns.
February 7 -
Petrone Expands Kasina's Research Effort; Great-West Names Killgore Regional Sales Director; Neuberger Appoints Saltzman Wealth Advisor; Jones Joins CLS in Regional VP of Sales Role
February 6 -
Petrone Expands Kasina's Research Effort; Great-West Names Killgore Regional Sales Director; Neuberger Appoints Saltzman Wealth Advisor; Jones Joins CLS in Regional VP of Sales Role
February 3 -
Keith Johnson is expected to enhance Curians practice management platform with new advisor-facing educational content, sales and marketing presentations, tools and resources.
February 1
