-
According to an internal memo released late Thursday, the company is restructuring the unit into five areas.
January 21 -
Mark Schoenbecks career - and his life has come full circle.
January 20 -
Four came from UBS, two from independent shop Ingalls & Snyder, one from Chase Investment Services.
January 19 -
Eileen Rominger joins the securities regulator after spending the past 11 years working as the global CIO for Goldman Sachs Asset Management (
January 19 -
According to a company memo, a big driver of [Morgan Stanley's] future success will be the continued build-out of our sales and trading platform and, in particular, our strategy and footprint in fixed income."
January 18 -
Louis Fugazy has been promoted from national accounts manager to associate publisher of Money Management Executive and Asset Securitization Report.
January 17 -
An analyst said the changes comes at a critical phase for the firm, as it continues to absorb that merger and looks ahead to possible increased investor interest this year
January 14 -
Greg Fleming to take his place and become head of MSSB Wealth Management
January 13 -
As the broker-dealer community changes, dealing with through-the-floor commissions and the ballooning costs of compliance and back-office management, so must Firm58.
January 13 -
Pershing has added a range of comparative analysis tools to its Advisor in Transition practice.
January 12 -
The Bank of America-owned private wealth management business has added five new advisors to its southeast and eastern divisions in its bid to serve ultra-high net worth clientele.
January 12 -
Educator and personal financial services pioneer Charles A. Moran, CFP, has been appointed as the new chair of the board of directors of the Certified Financial Planner Board of Standards Inc.
January 12 -
As the economy continues to improve and research and consulting for asset management firms at kasina grows, the firm has hired three new professionals.
January 11 -
MSSB and Wells Fargo have reached into each others advisor forces for two new wealth advisor appointments
January 11 -
The Bank of America unit Trust has appointed five new advisors in Illinois and Texas to focus on ultra-high net worth clients.
January 10 -
Wall Street may not exactly be on a roll, but at least it's beginning to rumble.
January 10 -
Putnam Investments has promoted Robert E. Alan to head of North American consultant relations and Keith E. Thomas to head of international consultant relations. The two will work with the consultants who advise institutional investors on investment strategy and the selection of managers.
January 10 -
The Insured Retirement Industry has hired Lisa Plotnick as director of research, a new position IRI has created to establish itself as a research leader.
January 10 -
Morningstar announced Monday that its chief operating officer, Tao Huang is leaving the company at the end of the month.
January 10 -
The Chicago-based company said that Huang, 48, will continue to serve as a management advisor to the firm.
January 10





