-
The company hired eight advisors and two branch managers from Morgan Stanley Smith Barney.
August 24 -
The New York-based company has hired a million dollar Wells Fargo team of advisors.
August 24 -
The Delaware company has tapped 25-year financial services veteran Carol Baldwin Moody to lead the direction and execution of all aspects of risk management, the firm said Monday.
August 24 -
As part of an ongoing spate of new hires over the past few months, Bank of America's U.S. Trust unit added eight wealth management executives to its team on Friday.
August 23 -
A Morgan Stanley spokesperson confirmed that Art Martin, his son, Wade Martin, and John Rizzo joined the brokerages Lawrenceville, N.J office.
August 23 -
When Adam Tosh, the former CIO for the Kentucky Retirement Systems, left the Blue Grass State on a Friday for his new executive role at Darien, Conn.-based Rogerscasey, the approximately 800-mile drive did little to sway him from getting right to work that Monday.
August 23 -
Ellyn McColgan former president and chief operating officer of the Global Wealth Management Group at Morgan Stanley has been recruited to serve on the board of directors at Primerica
August 20 -
After a two-year stint learning about client service as protégé to Tom James, Tim Killgoar will now direct customer initiatives for Raymond James.
August 19 -
-
Christian Widen has been named senior vice president of RBC Advisor Services
August 19
