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A new CIO at BNY Mellon, changes to the board of directors at Northern Trust, a new home for E-Trade's Donald Layton, and more.
March 18 -
Fidelity Institutional Names Dell'Orfano Head of Sales, Relationship Management
March 15 -
Advent Software has acquired Norwegian software provider Goya AS. Terms of the deal were not disclosed. Through this acquisition, Advent now offers the product Tradex, which is complementary to Advent’s existing products and is already implemented at a significant number of Advent clients in Europe and the Middle East.
March 12 -
Minerva takes over as chief operating officer at UBS and other executive changes in wealth management this week.
March 11 -
When going through a divorce, having just any financial advisor won't do. People need a planner who specializes in the subject and can help clients navigate the difficult emotional and financial terrain ahead.
March 11 -
While financial advisers have been relying on internal wholesalers more heavily since the financial downturn, they are also finding those contacts not as accessible or responsive as they would like.
March 11 -
How can advisors broach this touchy subject with Boomers?
March 10 -
The Michigan-based wealth management, CPA and business consulting firm is moving custody of its $2 billion-plus in assets under management.
March 10 -
Youve taken all my money, gunman said
March 9 -
One advisor warned that keeping clients happy should top performance chasing.
March 8
