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After launching an initiative to revamp its wealth management business in April, The Hartford Financial Services Group announced Wednesday that John C. Walters, current president of wealth management will leave at the end of July to pursue other opportunities.
June 30 -
UBS continues to add to its advisor staff, announcing three new additions today in two different Florida offices.
June 29 -
While some financial companies worry about the ramifications of the sweeping financial reform that is set to pass, asset managers wont feel the heat.
June 28 -
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Paul Callelo is named chairman of investment bank
June 25 -
Mittelman joins the firm from Lime Brokerage, where she specialized in high volume strategies
June 25 -
A lack of investor confidence in the market has triggered advisors to work feverishly to strenghten client retention techniques over acquiring new customers.
June 24 -
While half of RIAs new business comes from referrals, only 20% of advisors ask clients and centers of influence for leads.
June 24 -
A new leader at HighMark Capital Management, ramping up at Citi Private Bank, and more executive changes for the week.
June 24 -
WASHINGTON — The Federal Reserve Board and the other banking regulators finalized guidance governing executive compensation practices on Monday and announced its review of pay at the largest holding companies had turned up significant flaws.
June 22



