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The firm added two family wealth advisors in New York and Boston.
November 19 -
Vanguard Fund Manager Relinquishes PM Responsibilities
November 19 -
BNY Mellon Wealth Management made two senior hires in Boston and San Diego that are part of its recruiting campaign to increase its sales force by 50% by the end of next year.
November 13 -
The bank nabbed the assistant research director of GE Asset Management to lead the U.S. equity portfolio team.
November 12 -
BNY Mellon Wealth Management Appoints Three Sales Directors in U.S. and Abroad
November 11 -
The new directors will oversee business development in Pittsburgh; Westport, Conn.; and Dubai, United Arab Emirates.
November 11 -
The company has a new deal with a Texas firm targeting ultrahigh-net-worth clients.
November 5 -
One recent study identifies advisors who reached $50 million in AUM despite having less than five years of experience. Here's how they did it.
November 1 -
The firm added three advisors in the Palm Beach market, where business is growing.
October 31 -
The firm snapped up four Merrill Lynch advisors overseeing a total of $3.1 billion in assets.
October 31 -
Pimco, the bond manager that started expanding into stocks four years ago, hired Virginie Maisonneuve from Schroders to lead the push after Neel Kashkari left in January.
October 31 -
The former central region president will now oversee the Private Client Reserve and its 1,300 financial professionals nationwide
October 30 -
The Opsahl Group, led by senior advisor Joseph Opsahl and advisor Chris Hatfield, is leaving Merrill Lynchs Private Client Group to work with True, a key Dynasty Financial Partners firm in the Pacific Northwest.
October 28 -
JPMorgan has named a former U.S. Bancorp executive as the head of its wealth management business.
October 28 -
The industry veteran, who comes from Merrill Lynch, will be president of the firm's registered broker-dealer, ING Financial Partners.
October 24 -
Morgan Stanley picked up two former UBS advisors with a combined $3 million in production.
October 23 -
J. Michael Evans, a vice chairman who ran emerging markets and was seen as a potential successor to CEO Lloyd C. Blankfein, is retiring after more than 20 years at the bank.
October 22 -
The firm has added a Florida-based team with over $1 billion in client assets to its independent channel.
October 17 -
The agency asked for the change as part of an effort to improve corporate governance at the company, said one of the people, who asked not to be identified because discussions were confidential.
October 17 -
With $1.4 billion in assets already, firm aims to become a Southern California giant.
October 16




