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BMO Global Asset Management is expanding its institutional sales and trust and custody units with the addition of Sean Curry as a relationship manager, consultant relations, and Kimberly Palleon as manager for trust and custody services.
July 12 -
Russell Investments has appointed Mark Schlafly as managing director of client solutions for the firms U.S. advisor-sold business.
July 12 -
Two wealth management giants, JPMorgan and Wells Fargo, kicked off the second quarter with record earnings despite market and interest rate volatility.
July 12 -
Raymond James lured six advisors with over $350 million in client assets to its independent channel, the company announced Thursday.
July 12 -
Andrea Kaempf, formerly of Bank of America, will lead the personal wealth team of U.S. Banks Private Client Reserve HNW unit in Washington State.
July 11 -
The wealth manager hired a sales director and a senior mortgage banker in Washington and added seven wealth professionals to the Philadelphia team.
July 11 -
The acquisition comes just nine days after United Capital acquired an Atlanta wealth manager and is the latest example of the firms aggressive, Starbucks-inspired expansion strategy.
July 11 -
Sanctuary Wealth Services, a San Francisco-based platform provider and services support firm for wealth managers, has snagged a Morgan Stanley breakaway team specializing in proprietary asset management.
July 11 -
F-Squared Investments has appointed Paul Gamble as head of F-Squared Retirement Solutions, responsible for F-Squared's customized and private labeled target date strategies and funds, collective trust funds and sub-advisory partnerships in the retirement market.
July 10 -
The Deloitte Center for Financial Services has added Lynette DeWitt as a research manager, focused on asset management.
July 10
