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RBC Wealth Management has reeled in a Morgan Stanley Smith Barney financial advisor team overseeing more than $350 million in client assets.
February 22 -
Pasadena, Calif.-based Retirement Revolution, a recordkeeping and custodial service provider to third party administrators and plan sponsors, has named Frank Bruno as its new national sales director. Bruno will be in charge of managing the sales team for all of Retirement Revolution products.
February 22 -
Richard F. Aster, Jr., president of Aster Investment Management Company, Inc. and portfolio manager of Meridian Fund, Inc., passed away on Thursday, February 16, 2012.
February 21 -
Sam Kiefer built his career serving high-net-worth families in Bostons non-profit, philanthropic, healthcare and sports industry circles.
February 21 -
Key Additions at Northern Trust Alternatives; MMI Appoints Lensing and Ledbury as VPs; Stephenson and Klaas Join Heartland Marketing; Eze Castle Promotes Holden to CFO
February 17 -
Gresham Partners, a Chicago-based independent wealth management firm, has named two new principals.
February 17 -
Wells Fargo has had a busy hiring month, adding nine financial advisors to its force from Morgan Stanley Smith Barney and Merrill Lynch, and also hiring a new manager from Raymond James.
February 17 -
Investment banker Gene Katz will be leaving William Blair & Co. to oversee corporate development and finance as Chief Development Officer at TAG.
February 16 -
F-Squared Investments, an investment firm and RIA, has named industry veteran Mark Marinella, a former executive vice president and Global CIO of State Street Global Advisors, as its new head of investments.
February 15 -
Morgan Stanley Smith Barney has snapped up four financial advisors from Wells Fargo Advisors and Merrill Lynch.
February 15 -
Planner, author and New York Times blogger Carl Richards, founder of Prasada Capital Management, has joined St. Louis-based BAM Advisor Services as its director of investor education.
February 13 -
Former Morgan Stanley senior executive, advisor joins Beverly Hills Wealth Management as new senior vice president.
February 13 -
Raymond James is being more diligent about highlighting its RIA business as an attractive place for the industrys best advisors.
February 13 -
Twenty-five-year financial planning veteran Bruce Laning will oversee individual and corporate retirement accounts at Baker Tilly Investment Advisors.
February 10 -
Mitchell Expands Sales Team at Leuthold Group; King and McIsaac Added to Vanguard Leadership Team; Velotta Among Multiple Promotions at Cohen Fund
February 10 -
Independent wealth management firm Gresham Partners hopes that Bonaguidis experience and contacts within the company will enhance their wealth planning strategies.
February 10 -
Patrick Goshtigian takes the helm as the firm continues an expansion that began in 2005, via core operations and acquisitions.
February 9 -
Barclays Wealth has tapped eight financial advisors to join its Los Angeles and Chicago forces in its latest move to bolster its Americas expansion strategy.
February 9 -
Petrone Expands Kasina's Research Effort; Great-West Names Killgore Regional Sales Director; Neuberger Appoints Saltzman Wealth Advisor; Jones Joins CLS in Regional VP of Sales Role
February 6 -
Petrone Expands Kasina's Research Effort; Great-West Names Killgore Regional Sales Director; Neuberger Appoints Saltzman Wealth Advisor; Jones Joins CLS in Regional VP of Sales Role
February 3
