-
On Wall Street annually spotlights the work of the industry's elite leaders.
June 13 -
The broker, who had been with the bank for 21 years, went independent with backing from Dynasty Financial Partners.
June 6 -
The former JP Morgan Private Bank adviser focuses on wealthy Latin American clients.
May 30 -
The duo led a seven-person team in Chicago serving 50 wealthy clients, according to the bank.
May 24 -
The new hires joined from UBS and Morgan Stanley, according to the firm.
May 10 -
The elite brokerage unit picked up three veteran advisers, On Wall Street reports exclusively.
April 11 -
The boutique wealth management firm picked up three industry veterans from two smaller rivals.
April 10 -
The new hires joined the wirehouse from J.P. Morgan Securities, On Wall Street learns exclusively.
March 30 -
Chris Harvey will oversee 420 advisers managing $110 billion in total client assets.
March 17 -
A close look at how the regional BD wooed over recruits and how it hopes to benefit from its revival of an iconic brand.
February 6 -
Robert Peyreigne was hired to fill the role after Michael Armstrong departed Jefferies for RBC earlier this year.
November 18 -
The wirehouse's latest hire will help ultrawealthy clients with estate planning and other services.
October 12 -
Brokers whose deferred pay has been withheld could soon file claims after the regulator confirmed advisers' right to take disputes to FINRA arbitration.
July 22 -
CEO Tidjane Thiam, who joined a year ago, is shrinking the investment bank to free up capital for expanding Credit Suisse's wealth management business, cutting thousands of jobs in the process.
June 30 -
The new recruit is joining Corient Capital, an independent firm founded a year ago by ex-Merrill Lynch advisers.
June 28 -
The advisers are also balking at the firm's insistence that former advisers seeking to claim comp go through its dispute resolution process instead of FINRA.
May 12 -
Tidjane Thiam, seeking to reassure investors about his ability to turn around the troubled firm, pledged to continue efforts to cut costs.
April 29 -
Seth Waugh, former CEO of Deutsche Bank Americas, will be appointed non-executive chairman.
April 25 -
The elite Bank of America unit gave one of its division heads a second region to oversee.
March 8 -
The departure comes two months after Deutsche Bank agreed to sell its U.S. Private Client Services unit to Raymond James.
February 16


















