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Acquisitions are on the mind ofJeff Montgomery, who took over the helm of AFAM Capital at the height of the financial crisis in 2008.
July 3 -
Just days after luring another Morgan Stanley advisor, Stifel announced the hiring of longtime Morgan Stanley veteran Richard Linnihan.
July 3 -
Larkspur, Calif.-based Litman Gregory Asset Management has hired Meredith Shuey Etherington as senior investment advisor, providing investment advisory services to individuals, family groups, foundations, and endowments.
July 2 -
Asset management deal activity rose during the first four months of 2013 over the same period in 2012, according to a new report by Freeman & Co.
July 2 -
The Securities and Exchange Commission has named Julie Riewe and Marshall Sprung as co-chiefs of the Division of Enforcements Asset Management Unit, a national specialized unit that focuses on misconduct by investment advisers, investment companies, and private funds.
July 2 -
Timothy Throckmorton will oversee and help grow the personal trust and estate administration business.
July 2 -
Wedbush picked up a legacy Morgan Keegan advisor in Texas.
July 2 -
The companies announced an agreement to merge Acacia into Stifel Bank and Trust, the investment bank and brokerage's $3.9 billion-asset bank. The terms were not disclosed.
July 2 -
Mark Henneman and Ronald Kaliebe have been named lead managers of the Mairs & Power Growth Fund and Mairs & Power Balanced Fund respectively, effective July 1.
July 2 -
To continue its expansion in Atlanta, United Capital announced Monday it bought the majority of the assets of Atlanta-based PPA Advisors.
July 1
