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First-quarter profits jumped almost 40% on $577 million in revenue.
April 19 -
Robo advisers may have found the answer to a lingering problem for the financial industry: serving the mass-affluent in a profitable way.
December 1 -
The top level manager also has experience overseeing adviser recruiting.
October 31 -
The independent broker-dealer landed four recruits from Merrill Lynch, Edward Jones, Wunderlich Securities and Ameriprise.
October 11 -
The new exec replaces Randy Bluth who left the bank six months ago to pursue other opportunities.
September 21 -
The bank named a head of private wealth management for its northern California and Pacific Northwest region.
September 19 -
Young upstarts have to take a long, hard look at their business models and make key investments as the market cools off.
September 14Bill.com -
Veteran Jason Miller was named to a new post as head of Wealth Planning in the U.S. He is supported by four regional leaders who are also new to their roles.
August 23 -
These 12 program managers from our ranking have logged a combined 375 years in the wealth management industry.
August 18 -
Doris Meister, formerly president of U.S. Markets for BNY Mellon Wealth Management, also joined the bank's 15-member management group.
August 17