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Merrill Lynch hired Fabio Concesi as an international wealth strategist. Concesi previously worked at Citibank.
January 20 -
Voices: Mariner Wealth's Brian Leitner says it's okay to be anxious about technology. "It means you're paying attention to the forces that are driving the future of our business."
January 20
Mariner Wealth Advisors -
The former wirehouse advisor previously generated $1 million in annual revenue, according to RBC.
January 20 -
Blog: Offering a human touch is actually easier with the newest wealth management technology, says Min Zhang of Totum Wealth.
January 20
Totum Wealth -
The call for nominations has been extended for On Wall Street's 9th annual Branch Manager Awards.
January 19 -
Sargent Bickham Lagudis has assumed the name of the smaller firm, Colorado Financial Management.
January 19 -
CEO James Gorman unveiled a new cost cutting program that could shave off at least $1 billion in costs companywide by next year.
January 19 -
Merrill Lynch reported that fourth quarter revenue had fallen due to market impacts on both fee-based and transactional revenue.
January 19 -
The independent firm founded by several former wirehouse managers picked up two recruits who generated $1.5 million in annual production.
January 19 -
After his roller coaster ride with troubled RCS Capital-owned Cetera Financial Group, Steve Dunlap returns to his entrepreneurial roots.
January 19



