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Heartland Financial, a diversified financial services company that provides wealth management and banking services, has hired Brian J. Fox as executive vice president of operations, in charge of information technology, deposit operations, treasury management, customer support and human resources. Fox replaced Edward H. Everts, who is retiring on Oct. 16 after 18 years with the company.
October 11 -
How a portfolio sage and fundamental index founder bet right on the market and still lost money.
October 8
Idea Refinery -
Asset manager will continue to recruit more advisors in the Dallas area.
October 7 -
BlackRock hired Chris Leavy as CIO For U.S. Fundamental Equity
October 7 -
The new director of advisor services for Scottrade Advisor Services, will not be making any drastic changes to the asset custodian business that the St. Louis discount retail brokerage launched five years ago.
October 7 -
UBS Wealth Management Americas announced on Thursday it hired a pair of New Jersey advisors from Morgan Stanley Smith Barney.
October 7 -
Sidney J. Weinberg Jr., a senior director at Goldman Sachs and a member of the family central to the firm, died Monday of prostate cancer at age 87 in his home in Marion, Mass.
October 7 -
Registered investment advisors assets took an $8 trillion hit in 2009, but theyre rebounding this year with $4.6 trillion in gains.
October 6 -
The advisory services practice was established to help Northern Trusts advisors understand the financial goals of clients in order to offer them specific wealth management services. The practice offers real estate, financial planning, family governance and education, philanthropy, family business, tax planning and wealth transfer.
October 6 -
In a move that further enhances the fixed-income capabilities of the firm, Highmark Capital Management has hired Jeffrey Klein as VP and portfolio manager for its Fixed Income Group, the Union Bank subsidiary said Tuesday.
October 6
