-
Bay Colony Partners has named Paul G. Escobar senior vice president of its new wealth management division.
November 22 -
Noble will oversee Paulson Wealth Advisors expansion throughout the Pacific Northwest region.
November 18 -
CUNAs Salomone and Hunter follow former boss Dowden to Invest.
November 17 -
Danbury location is the firms 12th nationally
November 16 -
The Philadelphia wealth manager hired Susan P. Mucciarone as a senior vice president and director of wealth services.
November 15 -
Morningstar has named Peng Chen, president of its Ibbotson Associates unit, president of its newly formed global investment management division. In this role, Chen will be responsible for the company's investment consulting, retirement advice and investment management operations in North America, Europe, Asia and Australia, including Morningstar Associates, Ibbotson Associates, Morningstar Investment Services, Old Broad Street Research and Seeds Finance.
November 15 -
UBS named Karl Ruppert as the director of a complex with 66 advisors and $5.3 billion of assets.
November 15 -
Los Angeles Lakers forward Lamar Odom has filed suit against the Internal Revenue Service because it would not allow him to deduct $12,000 in fines and $127,000 for fitness training.
November 12 -
As the U.S. economy makes progress in a slow recovery, the Mercer consulting and benefits outsourcing firm is trying to position itself to serve clients in an increasingly complex financial marketplace.
November 11 -
Joe Moglia, was introduced Wednesday as the president and head coach of the expansion Virginia Destroyers of the United Football League.
November 10



