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Bank of America Merrill Lynch has hired David Tyrie, formerly with Putnam Investments, as head of personal retirement services. He will report directly to Andy Sieg, head of retirement and philanthropic services division.
August 5 -
Rockefeller Financial has named Reuben Jeffery III chief executive officer.
August 5 -
In an effort to improve its fixed income offerings, BlackRock Inc. announced Thursday it promoted Rick Rieder to chief investment officer of fixed income, fundamental portfolios.
August 5 -
BNY Mellon Asset Management has tapped Curtis Arledge, the former CIO of fixed-income at BlackRock, to take the helm and lead its business on a permanent basis.
August 5 -
If advisors are looking to build their firms, they could do well to target younger boomers.
August 4 -
Natalie Cohen was hired to study muni bonds as head of the research and economics department.
August 4 -
The founder and principal manager of a bogus foreign exchange fund that effectively operated like a Ponzi scheme has been sentenced to nearly six years in prison on tax charges.
August 4 -
Bruce Berkowitz isn't the kind of manager whose moves make headlines, but they've paid off remarkably well for his investors.
August 4 -
BNY Mellon Asset Management has tapped Curtis Arledge, the former CIO of fixed-income at BlackRock, to take the helm and lead its business on a permanent basis.
August 4 -
Rieder succeeds Curtis Arledge, who has been CIO since the first quarter. Arledge recently became CEO of BNY Mellon Asset Management.
August 4 -
The founder and principal manager of a bogus foreign exchange fund that effectively operated like a Ponzi scheme has been sentenced to nearly six years in prison on tax charges.
August 4 -
Morgan Joseph, a New York City headquartered full service investment bank, has added four new managing directors to its institutional equity marketing group.
August 4 -
The editors and publisher of Money Management Executive invite you to sign up for our free morning e-mail blast, available at http://www.mmexecutive.com, if you haven't already signed up.
August 4 -
The number of high net worth individuals in the top ten U.S. metropolitan areas jumped 17.5% in 2009, the highest growth rate in the last four years, according to the Capgemini 2010 U.S. Metro Wealth Index.
August 3 -
Every time you think you’ve got a handle on how to manage and benchmark the performance of the funds you invest, markets blow up and you have to start all over again.
August 3 -
Bank of America Merill Lynch has just announced that David Tyrie will be the latest addition to its advisoe force. He will lead the personal retirement solutions business. He will report directly to Andy Sieg, head of retirement and philanthropic services division.
August 3 -
Pennsylvania regulators have filed civil complaints against TD Ameritrade over its sale of the Reserve Yield Plus fund and auction-rate securities to investors across the nation.
August 3 -
David Tyrie will report directly to Andy Sieg, head of retirement and philanthropic services division.
August 3 -
Young, Stovall and Company lost Eileen Lamchick and Susan Rutrough to a Raymond James unit in Miami.
August 3 -
The euro zone doesn’t look as scary today as it did a few months ago. It’s not that austerity measures are fully developed. It’s not that the stress test convinced everyone that the banks are sound. It’s not that the bailout is filled with shock and awe.
August 3



