Industry

The new senior managing director, who worked on QlikTech;s IPO in July, will advise on technology matters.

Broadridge Financial Solutions agreed to acquire Matrix Financial Solutions, a provider of retirement products and services for investment administrators, financial advisoers, banks and wealth management professionals.

This is a remarkable homecoming for Matthew Stahr, the newly appointed president of De Waay Financial Network and De Waay Advisory, the sibling of Clive, Iowa companies that provide brokerage and investment advisory services to clients.

Bay Colony Partners has named Paul G. Escobar senior vice president of its new wealth management division.

Noble will oversee Paulson Wealth Advisor’s expansion throughout the Pacific Northwest region.

CUNA’s Salomone and Hunter follow former boss Dowden to Invest.

Danbury location is the firm’s 12th nationally

The Philadelphia wealth manager hired Susan P. Mucciarone as a senior vice president and director of wealth services.

Morningstar has named Peng Chen, president of its Ibbotson Associates unit, president of its newly formed global investment management division. In this role, Chen will be responsible for the company's investment consulting, retirement advice and investment management operations in North America, Europe, Asia and Australia, including Morningstar Associates, Ibbotson Associates, Morningstar Investment Services, Old Broad Street Research and Seeds Finance.

UBS named Karl Ruppert as the director of a complex with 66 advisors and $5.3 billion of assets.