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Bank of America Corp. shifted bonuses at U.S. Trust to focus employees on adding clients and boosting account balances, a change that could mean lower pay for some members of the wealth-management unit.
February 7 -
Jim O'Neill, chairman of Goldman Sachs Asset Management, will retire later this year.
February 7 -
The firm continues to move past some of the drags on its revenue including a cease and desist order at the banking subsidiary and some challenging economic and recruiting conditions
February 6 -
Fidelity Financial Advisor Solutions, the Defined Contribution Investment Only unit of Fidelity Investments, is looking to grow its team of wholesalers.
February 6 -
Jim O'Neill, chairman of Goldman Sachs Asset Management, will retire later this year.
February 6 -
The Carlyle Group today officially closed the book on its acquisition of The TCW Group, which retained some 40% of the firm on a fully diluted basis.
February 6 -
The company announces modest revenue growth and a move to start outsourcing "non-advisor-facing" jobs.
February 6 -
The firm is revving up its recruiting efforts as it eyes a growing market.
February 6 -
Merrill Lynch advisor Eric Snyder, who lands at number 11 on the Top 40 list, says he practices with a team that can candle all of clients rigorous needs.
February 6 -
Henderson Global Investors (North America) has gotten a bit more global.
February 5
