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Michael Simonds is leaving Morgan Stanley Smith Barney to join Merrill Lynch as an associate director.
May 18 -
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The turmoil in the economy over the last few years has sent financial advisors scurrying for greener pastures and Baird has benefited as quality talent has flocked to the firm.
May 14 -
Wealth management veteran, Lawrence E. Gore, joined Wilmington Trust as the newest managing director and senior private client advisor for the company’s wealth advisory services business in the Northeast. He will work out of the firm’s New York office.
May 13 -
The UBS executive is named to chair a CFP Board council, changes at Citi Private Bank, and more.
May 13 -
A Heisman Trophy winner and former vice chairman of Citigroup Private Bank, has been named to Wilmingtons advisory board.
May 13 -
In a move to grow its business to the ultra-high-net-worth set over the next few years, Citi Private Bank has appointed Daniel J. Williams and Steven A. Gold to its private banking ranks.
May 12 -
The company hired Daniel J. Williams and Steven A. Gold to add to its ranks on both coasts.
May 12 -
Vanguard Chairman Emeritus Jack Brennan will represent mutual funds on joint committee.
May 12 -
In an apparent succession plan, the fund giant has also hired BNY Mellon President and CEO Ronald P. OHanley.
May 11 -
Bank of America Merrill Lynch hired Jon Krahulik as managing director and global head of clean technology investment banking and Riaz Ladhabhoy as director, clean technology investment banking.
May 11 -
Fidelity has promoted Abigail Johnson, president of personal and workplace investing, to president, personal, workplace and institutional services—effectively in charge of all distribution channels, and hired BNY Asset Management President and CEO Ronald P. O’Hanley to head asset management and corporate services.
May 11 -
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A new legal eagle at BNY Mellon, executive changes at MassMutual and more.
May 6 -
Ameriprise Financial has put the finishing touches on its nearly $1 billion purchase of Bank of America’s long-term asset management business Columbia Management. The original agreement dates back to last September.
May 3 -
Putnam Investments has appointed Kelly Marshall as head of investment product management.
May 3 -
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Toscano, who left HSBC last year, resurfaces at Morgan Stanley
April 30 -
A new CEO at Hatteras Funds, Fidelity hires in Canada, and more executive changes for the last week of April.
April 29 -
French bank wants to become a tier-one prime broker
April 28



