- CEG Worldwide
-
The asset manager is expected to make the payout after it finalizes the sale of its insurance unit to Phoenix Group.
May 29 -
The aggregator has filed with the SEC, and the aftermath of an offering will be closely watched.
May 29 -
As the first woman executive at Carson Group, Teri Shepherd made it a priority to increase the number of women advisors at the firm.
May 25 -
The firm’s asset management arm, along with Franklin Templeton, supplied Remington with a $100 million loan to carry it out of the Chapter 11 process.
May 25 -
As head of the Fiduciary Trust’s New York division, Paulina Mejia in charge of growing the firm’s private wealth business in the region.
May 22 -
The No. 4 independent broker-dealer has unveiled two major recruiting grabs from its rivals in two weeks.
May 22 -
Many of the employees who were dismissed worked in the firm’s brokerage unit, according to the allegations.
May 8 -
Jodi Perry took over as national director of the independent contractor division as the firm seeks to keep up its strong momentum.
May 3 -
A retail RIA and robo retirement combination could be a game-changer.
May 2