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More than half of RIAs are bullish; large caps and ETFs are top investment choices
March 7 -
According to a company memo obtained Friday, Lynch has decided to leave and pursue opportunities outside the firm.
March 7 -
Charles G. Turgeon has joined Eaton Vance as vice president, institutional business development. In this role, reporting to Scott P. Ruddick, managing director of institutional, Turgeon is responsible for developing relationships with institutional investors and consultants.
March 4 -
Gabriela Parcella was named CEO of Mellon Capital and Bart Grenier was named chairman and CEO of Boston Company Asset Management
March 4 -
Philip Hill has joined First Republic Private Wealth Management in San Francisco as a portfolio manager and managing director.
March 3 -
Credit Suisse has tapped Eric Miller, the former global credit research head at Barclays Capital, to lead the financial services companys fixed-income research globally
March 3 -
Industry veterans, Brent Norman and Erik Lawrence, formerly with UBS, will work with John Noble, a managing director of Paulson Wealth Advisors, in the expansion of Paulsons investment advisory firm throughout the Pacific Northwest.
March 2 -
Mahoney, who has worked for the San Mateo, Calif., based investment manager since 1993, is now responsible for overseeing and mentoring the firms internal sales staff, and will also seek ways to enhance sales techniques to make them more salient in the digital age.
March 2 -
The Kansas City, Mo., based institutional asset manager announced Wednesday it hired Michael Hedstrom as a senior vice president of marketing.
March 2 -
Sam Pyle and Shauywn Smith joined Morgan Stanley Smith Barney from Merrill Lynch.
March 1



