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In an effort to add assets and potentially to attract teams of advisors that are leaving large wirehouses Bridgewater Wealth & Financial Management LLP has joined Focus Financial Partners LLC, a New York-based partnership of independent wealth management companies.
January 20 -
RBC Wealth Management has hired John Menefee and Tom Meagher from Morgan Stanley Smith Barney to join its Bend, Oregon branch.
January 19 -
Mulholland, who spent 25 years at Merrill, will be head of the UBS Wealth Management Advisor Group. He replaces Jamie Price.
January 19 -
The two veteran Cincinnati-based advisors managed $226 million in client assets and generated $2.2 million in fees and commissions for Smith Barney.
January 19 -
Fidelity Investments said it helped a record 191 broker teams go independent last year and one of its executives expects an even stronger 2010.
January 19 -
As earnings season gets into full swing, the market hits a wall of worry comments from JP Morgan, Gluskin Sheff, T. Rowe Price. Plus: the weeks most important numbers.
January 19 -
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Glenmedes growth strategy is a little bit boring, but that is just the way the Philadelphia-based investment and wealth management companys new chief executive officer likes it.
January 15 -
A new president at first Midwest Securities, executive changes at Putnam Investments, and more.
January 15 -
Sir Richard Branson's foray into U.K. financial services is gathering speed, but in this country, he needs a new driver.
January 15