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OppenheimerFunds agreed to acquire VTL Associates as part of a push into ETFs that weigh metrics beyond market capitalization when buying stocks.
September 9 -
New recruits joined the UHNW-focused business in recent weeks.
September 9 -
New advisor will focus on ultrahigh-net-worth clients mostly in the Miami area.
September 9 -
The independent Fidelity division can never be the same without its founder, but could still grow into a juggernaut, some planners say.
September 9
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The move represents one of the largest recruiting grabs in recent years, recruiters say.
September 8
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The new recruit will work as a managing director and senior relationship manager in Latin America, reporting to the region's head of wealth management.
September 8 -
Three advisors left the wirehouse to found an independent firm with help from Dynasty Financial Partners.
September 8
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The advisor, who had been with Merrill since 2003, oversaw $230 million in assets, according to UBS.
September 4
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The firm's latest additions will focus on servicing an international client base.
September 4
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Edmond Walters's departure takes Fidelity by surprise, and throws plans for eMoney Advisor Summit next month into disarray.
September 3
