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Merrill Lynch wants to position its wealth managers to better help their clients navigate the hurdles of old age.
February 5
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Two UBS advisors managing $170 million in assets joined Baird.
February 5 -
The senior regional vice president will oversee new bank and credit union clients for Cetera in the eastern part of the U.S.
February 5 -
These firms have made advisor-friendly cultures a crucial part of their success in both retaining advisors and recruiting new ones.
February 5
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The former branch vice president will now serve high-net-worth clients at the banks Los Angeles office.
February 4 -
The industry regulator says increasing oversight of RIAs is a "top priority" as it appeals to Congress for a funding increase to hire more examiners.
February 3 -
Matt Lynch, a former B-D CEO, says his new boutique consulting startup will work alongside client firms through their most risky transitions.
February 3 -
Though the mutual fund provider will have a majority ownership in eMoney, the company will remain independent.
February 2 -
A Morgan Stanley advisor left the firm to join HighTower.
February 2
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Brendan Freeman was named regional wealth executive for Mid-America and will oversee Regions Private Wealth Management teams serving clients in nine states.
February 2
