The Latest

  • The broker-dealer has been scooping up talent from its rivals for months.

    March 15
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  • Investors were bilked out of approximately $611,000, say federal prosecutors.

    March 15
    Department of Justice DOJ
  • M&A

    The newly merged practice became the seventh largest at the No. 18 IBD.

    March 15
    Wealth management M&A activity
  • Eddie Price is a director with KBKG and oversees the Southern region and its Texas-based operations. He is a Certified Cost Segregation Professional (CCSP) with the American Society of Cost Segregation Professionals (www.ASCSP.org). With over 30 years of cost segregation experience dating back to the Investment Tax Credit period, Eddie is one of the most experienced experts in the industry. Eddie currently serves on the Testing Committee of the ASCSP and is a former Chair of the Education Committee.

    March 15
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  • Timothy Stanton is a shareholder at Ogletree Deakins. Inside counsel and HR and benefits leaders alike turn to Tim Stanton for advice and representation on their health and welfare and other employee benefit challenges.

    March 15
  • Kristine Bingman is of counsel at Ogletree Deakins. She works with clients on a variety of issues related to health and welfare and retirement plans.

    March 15
  • Lisa McGreevy is the president and CEO of the Online Lenders Alliance — the association for the growing industry of companies who make and facilitate loans over the internet.

    March 15
    Lisa McGreevy
  • Fearing the broker would leave, Citi distorted incidents he had with two colleagues in order to fire him and take his $200 million book of business, the broker’s lawyer says.

    March 15
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  • Shawn Panson is the U.S. Private Company Services leader for PwC. In this role he has a team of over 190 partners and more than 2,400 audit and tax professionals across 20 markets dedicated to serving private companies and their owners. PwC's Private Company Services practice serves the majority of the companies on the Forbes U.S. Largest Private Company list.

    March 15
    Shawn Panson of PwC
  • The new location will initially have 200 employees, most of which will be in areas like technology and wealth management.

    March 15
    All three of the cities under consideration “share the benefit of providing us with the opportunity to access great pools of talent,” said Pimco CEO Emmanuel “Manny” Roman.