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A new president at Penn Mutual, executive changes at Merrill Lynch, and more.
April 1 -
Firm's global fixed income group now includes over 450 professionals
April 1 -
Rep-as-advisor managed accounts have been steadily growing in popularity and will continue to do so in the short-term, but Cerulli Associates see growth dampening because of the accounts nondiscretionary nature.
March 31 -
As IMCA hires MacKenzie from the FPA, the latter looks forward to more advisor-focused collaborations.
March 29 -
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New role has Utendahl working as liaison between dealmakers and client company CEOs
March 29 -
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Summit Financial plans an aggressive hiring spree, executive changes are afoot at Beacon Wealth Management, a new deputy director at IMCA, and more.
March 25 -
The Chicago-based executive search firm, which has a roster of real estate investment trusts, real estate managers and private equity managers, wants to expand to offer services to asset and wealth management firms.
March 25 -
The former New Jersey governor and Goldman Sachs chairman was named CEO of the New York brokerage company, which aspires to become a primary dealer.
March 23
