Industry

Bank of America Corp. hired two veterans from Fidelity Investments to help continue the expansion of its retirement services operation.

A new analyst at Aite, a series of hirings at Wells Fargo Advisors, and more executive changes.

Samoset Capital Group has snagged John Straus, a former UBS executive, to head one of its subsidiaries.

Rich Linton was hired as head of business retirement solutions and Steve Ulian as head of institutional retirement and benefits solutions, the Charlotte, N.C., banking company said in an internal memo Thursday.

Fieldpoint Private Bank and Trust announced Wednesday that it hired Robert S. Matthews as its president and chief executive.

While using technology, advisors expect aggressive growth over the next five years, according to a Schwab study.

Bank of America/Merrill Lynch has recruited David Oman from UBS to serve as chief risk officer for Europe, the Middle East and Africa operations.

Robert S. Matthews worked for Smith Barney and Citigroup for the past 25 years in its global private banking, wealth management and family office services units. He replaced Kevin McCabe, who was president and chief executive officer since Fieldpoint was founded in 2008.

Baird Private Equity, the global private equity group of Robert W. Baird & Co. announced the promotion of Michael Liang to partner of Baird Venture Partners, the hiring of Jamie Bellanca as an executive-in-residence with Baird Private Equity and Lily Wang as an associate with Baird Capital Partners Asia.

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