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Wells Fargo Securities has hired three new public finance investment bankers as the firm seeks to expand its program nationally.
April 28 -
John Thiel will start his new position May 1, according to a company memo sent by wealth management division President Sallie Krawcheck on Wednesday.
April 27 -
Henry Wagner comes to UBS from Stern, Agee & Leach.
April 27 -
Given the stagnant revenue growth that even the strongest regionals reported in the first quarter, there is no indication that Synovus has missed out on much.
April 27 -
Bank of the West of San Francisco has hired John Bahnken as its head of wealth management.
April 26 -
Morgan Stanley Smith Barney has revamped the leadership structure for its wealth management business, according to an internal memo sent by the firm's Global Wealth Management President Greg Fleming.
April 25 -
Financial advisors Ian Jones and Peter Jones will focus on the Taft-Hartley market.
April 21 -
Schwab announced that since it launched Schwab Advisor University in June, over 5,600 RIA employees from more than 2,500 firms participated in its online courses to help improve firm operations.
April 21 -
Morgan Stanley Smith Barney has revamped the leadership structure for its wealth management business, according to an internal memo sent by the firm’s global wealth management President Greg Fleming.The moves come as MSSB approaches its two-year anniversary of the inception of its business after Smith Barney was purchased from Citigroup, Fleming notes in his letter. It also comes after Fleming was named to his role in January, replacing Charlie Johnston.
April 19 -
With the shift, MSSB has hired J.P. Morgan Chases Jeff Hack as chief operating officer.
April 18



