-
Great-West Retirement Services has appointed Harriet Jacobs regional sales director for its Government Markets business. Jacobs is based in Los Angeles and reports to Brent Neese, vice president of Government Markets.
March 22 -
Morgan Stanley Smith Barney has snapped up two financial advisors from Credit Suisse and Merrill Lynch who previously had $575 million in client assets under management.
March 22 -
Greg Francfort, who most recently served as director of Neuberger Bermans global equity research team, will be joining the firms MLG Group, which manages approximately $7 billion in assets for individuals, institutions and mutual funds.
March 22 -
Northern Trust lures wealth management executive Chris Wilkinson from RIA firm Private Client Group.
March 22 -
Global accounting firm Ernst & Young has expanded its West Coast asset management tax practice with four new hires.
March 21 -
Citi Private Bank has hired Robert Todd Martin from Wells Fargo to serve as managing director and ultra high net worth private banker in Houston.
March 21 -
The Investment Management Consultants Association has hired Jim Dobbs as director of education following his six-year stint as a certification consultant and program director for its Certified Private Wealth Advisor certification program.
March 21 -
Loomis, Sayles & Company has hired Jeffrey Schwartz to serve as the new co-manager of the firms small and mid-cap core strategies, including the Loomis Sayles Small Cap Value Fund.
March 21 -
Kitces is co-author of The Annuity Advisor, and is a contributor to Financial Planning magazine, as well as a string of major consumer publications.
March 21 -
Chairman and CEO of Fulton Financial, R. Scott Smith Jr., will retire at the end of the year. E. Philip Wenger, president and COO, will succeed him, effective Jan. 1, 2013.
March 21 -
Deutsche Banks Management Board is expanding the Group Executive Committee from 12 to 18 members, effective June 1.
March 21 -
Great-West Retirement Services has appointed Carey Lindsey as regional sales director for Houston.
March 21 -
Great-West Retirement Services has appointed Carey Lindsey as regional sales director for Houston.
March 20 -
Deutsche Banks Management Board is expanding the Group Executive Committee from 12 to 18 members, effective June 1.
March 20 -
Robert W. Baird & Co. has snapped up 12 financial advisors with a total of $1.93 billion in client assets under management.
March 20 -
RBC Wealth Management has established a new office in Raleigh, N.C., staffed with a six-member team of financial advisors and associates.
March 20 -
UBS Wealth Management Americas has snapped up several financial advisor teams and four individual financial advisors previously working with more than $1.7 billion in client assets.
March 20 -
Ross Sims, previously at ING Financial Advisors, joins RIA and broker-dealer Atlanta Capital Group as a retirement plan specialist and managing partner.
March 20 -
Castle Rock Investment Company has added Kristen Sanchez as Director of Communications. In her new role, Sanchez will gdevelop and implement a strategy to effectively communicate the firmfs ability to help plan sponsors reduce their liability while optimizing their plans,h according to the firm.
March 19 -
Janney Montgomery Scott has added two advisor teams from Morgan Stanley Smith Barney, picking up $380 million of client assets in the process.
March 19


