Industry

New role has Utendahl working as liaison between dealmakers and client company CEOs

Rietbrock joins from BofA Merrill

Summit Financial plans an aggressive hiring spree, executive changes are afoot at Beacon Wealth Management, a new deputy director at IMCA, and more.

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.

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.

In the never-ending game of musical chairs, wirehouses recruit from each other, and from UBS.

Eichelberger hired as trusts and estates partner at Fulbright & Jaworski

Tampa broker-dealer had been facing problems for months.

By hiring Citigroup veteran Steven Freilberg as its chief executive officer, E-Trade Financial Corp. has sent a strong message to the industry: We aren’t for sale.

A new company is promising to shake up the way Americans invest by providing individuals with direct access to institutionally priced mutual funds and other investments.