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The Chicago-based company has bolstered its wealth management team in with the addition of veteran advisor Brian Heilman.
April 26 -
Stephen D. Fisher, former senior vice president and deputy general counsel of Fidelity Investments, has joined Ernst & Young LLPs Asset Management tax practice.
April 26 -
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On April 24, Massachusetts Mutual Life Insurance Company promoted Sri Dronamraju and Scott Palmer to the role of senior vice president.
April 24 -
U.S. Bank appointed Brian Vowinkel regional managing director in Seattle for Ascent Private Capital Management its ultra-high-net-worth unit.
April 24 -
A group of former E.F. Hutton & Co. executives plan to relaunch a new boutique financial-advisory firm under the same name, the Wall Street Journal reported on Sunday.
April 23 -
On April 23, SEI hired a new asset management distribution chief.
April 23 -
On April 23, TD Ameritrade ramped up its sales team with a new hire.
April 23 -
On April 23, Forward bolstered it insitutional coverage with a new hire.
April 23 -
On Pril 23, Gus Fleites confirmed his departure from Invest n Retire.
April 23 -
Christine Gaze will focus on building and maintaining TD Ameritrade's array of practice management programs designed to help independent RIAs.
April 23 -
Raymond Jamess Financial Board of Directors has named Morgan Keegan Chief Executive John Carson to the role of president, the firm announced on Friday.
April 20 -
The chief operating officer of Guggenheim Investments and two other top executives were let go this week as part of a reorganization at the firm, according to a wire service report.
April 20 -
Boston-based Affiliated Managers Group has agreed to acquire a majority equity interest in Yacktman Asset Management Co.
April 20 -
On April 20, CPI added a new retirement consultant.
April 20 -
The financial research and consulting organization LIMRA has hired Alison Salka to serve as corporate vice president and director of its retirement research division.
April 20 -
On April 19, 2012, the financial research and consulting organization LIMRA has hired Alison Salka to serve as corporate vice president and director of its retirement research division.
April 19 -
On April 18, Transamerica Retirement Services appointed Darren Zino as division vice president of the companys mid-Atlantic region, overseeing all sales activities for the region and will be based in North Carolina.
April 19 -
The new firm brings together the existing businesses of Saltzman Associates, Bielan Consulting and Ken Kehrers research and consulting expertise.
April 19 -
The company hired eight advisors from Morgan Stanley Smith Barney, three from UBS, thre from Bank of America Merrill Lynch, and two from RBC Capital Markets. The new hires, who collectively manage $1.1 billion in assets, were added late last month and early this month.
April 19
