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New executives at Barclays Wealth, Boston Company Asset Management, Brown Brothers Harriman, and more.
January 22 -
Firm hires Fed veteran for newly created position
January 22 -
The company's chairman and chief executive officer plans to step down in the spring.
January 21 -
The incoming CEO has a clear preference to make acquisitions in Europe and Asia.
January 21 -
Who, if anyone, will be his successor?
January 21 -
While 64% of life insurance producers say they are very likely to stay with their current company, almost 20% would consider switching firms if the company culture, style and support more closely matched their own, according to a new study entitled Its All About Me, published by LIMRA, a worldwide research, consulting and professional development organization.
January 21 -
In an effort to add assets and potentially to attract teams of advisors that are leaving large wirehouses Bridgewater Wealth & Financial Management LLP has joined Focus Financial Partners LLC, a New York-based partnership of independent wealth management companies.
January 20 -
RBC Wealth Management has hired John Menefee and Tom Meagher from Morgan Stanley Smith Barney to join its Bend, Oregon branch.
January 19 -
Mulholland, who spent 25 years at Merrill, will be head of the UBS Wealth Management Advisor Group. He replaces Jamie Price.
January 19 -
The two veteran Cincinnati-based advisors managed $226 million in client assets and generated $2.2 million in fees and commissions for Smith Barney.
January 19