Content classifications

Dan Driscoll will oversee six advisors and will work closely with M&T Bank regional presidents in their respective markets.

The firm appointed a former executive of Capital One Bank to a new position leading the firm’s private and escrow bankers and coordinating the activities of mortgage banking officers in the field.

The firm added two family wealth advisors in New York and Boston.

Vanguard Fund Manager Relinquishes PM Responsibilities

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.

The bank nabbed the assistant research director of GE Asset Management to lead the U.S. equity portfolio team.

BNY Mellon Wealth Management Appoints Three Sales Directors in U.S. and Abroad

The new directors will oversee business development in Pittsburgh; Westport, Conn.; and Dubai, United Arab Emirates.

The company has a new deal with a Texas firm targeting ultrahigh-net-worth clients.

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.

The firm added three advisors in the Palm Beach market, where business is growing.

The firm snapped up four Merrill Lynch advisors overseeing a total of $3.1 billion in assets.

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.

The former central region president will now oversee the Private Client Reserve and its 1,300 financial professionals nationwide

The Opsahl Group, led by senior advisor Joseph Opsahl and advisor Chris Hatfield, is leaving Merrill Lynch’s Private Client Group to work with True, a key Dynasty Financial Partners firm in the Pacific Northwest.

JPMorgan has named a former U.S. Bancorp executive as the head of its wealth management business.

The industry veteran, who comes from Merrill Lynch, will be president of the firm's registered broker-dealer, ING Financial Partners.

Morgan Stanley picked up two former UBS advisors with a combined $3 million in production.

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.

The firm has added a Florida-based team with over $1 billion in client assets to its independent channel.