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A year after creating a dedicated transition management group, Fidelity Capital Markets, has appointed Kevin Byrne to lead the growing practice.
October 15 -
Mike Wells will replace Clark Manning as president and chief executive officer.
October 15 -
The investment bank, bracing for increased market activity, named Bob Berry to oversee three senior M&A brokers.
October 15 -
Running an independent wealth management firm with 70 to 80 advisors sounds like a machine of an operation, but Paul Beideman, the chairman and chief executive of Merion Wealth Partners, wants to ensure that each advisor has a personable relationship with his or her clients.
October 14 -
Disgruntled by big-firm groupthink, Erwin, Martin and Rexius set up Sapient as an RIA in Eugene, Ore.
October 14 -
Bank brokerage trade group parts ways with its managing directors.
October 13 -
Joyce Frost and Frank Iacono, former executives at Morgan Stanley, and Chris Frost, formerly of Societe Generale, have partnered to form Riverside Risk Advisors LLC, which offers independent risk assessment, structuring, pricing and execution advice for complex derivative and structured product transactions.
October 13 -
SNW Asset Management, a wholly owned subsidiary of Seattle-Northwest Securities, hired Tim Benzel as an assistant portfolio manager.
October 13 -
The Investment Company Institute’s board of governors has elected its chairman, Edward C. Bernard, vice chairman of T. Rowe Price, to serve a second one-year term.
October 12 -
The Boston fund giant is looking to hire a senior investment analyst within its Asset Allocation Division, an arm that engineers and manages more than $230 billion in assets
October 12
