Industry

David Miree will become global head of diversity, equity and inclusion for the New York megabank. He will succeed Brian Lamb, who will move into a new role in the firm’s commercial banking business.

Private equity firms Motive and Clearlake are buying the tech, which has about $6 trillion in assets on the platform.

The college graduate was about to embark on a career in live music event production in spring 2020 when COVID-19 changed his life trajectory.

Here's what happened over the last week in wealth management.

The veteran advisor who was inspired by her mother takes another step for women in the industry.

Bank of America fired James Iannazzo after a video of him shouting expletives and insults at a Connecticut Robeks circulated on social media in January.

Luke Harangody is hoops royalty at Notre Dame. But at Midwest TAMP GeoWealth, he’s a rookie with a lot to prove.

Two major hybrid RIAs using LPL as their brokerage are joining forces after the acquiring firm received an investment from Merchant.

It's the latest in a buying spree that's part of CEO Jamie Dimon's goal to stay in front of the competition.

Here's the news you might have missed over the last week in wealth management.