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MMI Names New Chair, Board Governors

Janney Montgomery Scott will add five people to its fixed income team, including a former MBS trader from LPL Financial.

Morgan Stanley Smith Barney’s battle with Merrill Lynch is heating up as both firms sweeten their recruitment packages.

Marketing is on the mind of the CFP Board of Standards, new leaders at Atlantic Trust and Citi Private Bank, plus more executive changes for this week.

Aiming to strengthen its specialty public finance business, Minneapolis-based Piper Jaffray & Co. continues to expand its coverage with four new hires and two new offices.

James Cassel and Scott Salpeter sold their firm, Capitalink, to Ladenburg Thalmann just over three years ago. Now, they are leaving the investment bank to start a new venture that will serve public and privately-held middle market companies.

Boston Private Financial Holdings Inc. announced Tuesday Clayton G. Deutsch will succeed Timothy L. Vaill as chief executive officer and president on July 31.

The battle between Morgan Stanley Smith Barney and Merrill Lynch is heating up as both firms sweeten their recruitment packages, recruiters say.

Morgan Stanley denied the widely circulated news report Tuesday morning that it planned to cut 300 branches and 1,200 jobs.

After tumultuous year, Clay Deutsch will replace Timothy L. Vaill as the company’s chief executive officer on July 31.

John T. McCauley becomes the new Regional Executive in Houston for Deutsche.

The goal is to strengthen national sales.

John Hancock Retirement Plan Services has promoted six of its sales professionals to regional vice presidents, to strengthen its National Sales Team.

Vercie Lark has joined DST Systems as chief information officer, overseeing the company’s enterprise information technology and data center operations.

Bullion Heads Payden's New Boston Office

Morgan Stanley said Friday that Stephen Roach, chairman of Morgan Stanley Asia and one of Wall Street’s most influential economists, will relocate from Hong Kong to New York, in part to take up a teaching post at Yale University.

Morgan Stanley Smith Barney is intensifying its campaign to increase its wealth management and private banking footprint nationally as it hired in New York and Miami as well as a planned expansion in Charlotte, N.C.

Barclays Wealth America remains small, but it is carving out a very high-end niche

A look at the new top dog at Northwestern Mutual, a series of new advisors at Benjamin F. Edwards, and more executive changes.

In Charlotte, Morgan Stanley Smith Barney expects to hire more than 50 private bankers who will work closely with the financial advisors later this year.