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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 -
Francis Picarelli has been promoted from vice president to senior vice president at consulting shop Segal RogerCasey.
July 10 -
One key element separates the fastest-growing RIA firms from their peers, according to a new Schwab report.
July 10 -
The Boston company said it is realigning to better serve advisors in the independent, bank, broker-dealer and family office channels.
July 10 -
UBS AG, the Swiss lender shrinking its investment banking business, overtook Bank of America Corp. to top a ranking of the worlds biggest wealth managers compiled by Scorpio Partnership.
July 10 -
In an effort to expand its presence in northern New Jersey, RBC Wealth Management has added the Levy Tebeleff Group, formerly of Morgan Stanley, to its Parsippany office.
July 10
