October 06, 2020
UBS Nabs 3 Wells Fargo Advisors Managing More Than $400MThe recruits include a 30-year industry veteran and an advisor focused on UHNW private banking.
October 05, 2020
BNY Mellon Taps Another State Street ExecLaura Steinbach's hiring comes some nine months after her colleague Jane Mancini left State Street to join the bank.
October 05, 2020
$625M Morgan Stanley Team Jumps to RBCMartin Wealth Management Group includes four advisors from three generations.
October 01, 2020
Dynasty Taps Wirehouse Veteran to Lead Strategic DevelopmentJoseph D'Agostino, who has 35 years of industry experience, will report to Dynasty President and CEO Shirl Penney.
September 29, 2020
Ameriprise Nabs $500M LPL TeamThe group includes three advisors, all of whom have been in the business for 15 years or more, and six other staff.
September 29, 2020
Goldman Restructures Wealth UnitThe combined consumer and wealth management unit will be co-led by Stephanie Cohen and Tucker York.
September 15, 2020
Citi Taps Merrill Exec to Head Wealth ManagementThe news comes less than a week after the bank named Jane Fraser as CEO Michael Corbat's replacement starting in February.
September 10, 2020
Putnam Fixed Income Chief to RetireMichael Salm has been named co-chief investment officer and will succeed Bill Kohli in mid-2021.
September 10, 2020
Citi's Next CEO Is Jane FraserThe first woman to lead a major U.S. bank will take the reins from Michael Corbat in February 2021, when he plans to retire.
September 04, 2020
$1.4B Merrill Team Jumps to RBC WealthThe firm says it has recruited wirehouse and other reps with about $20 billion in assets so far this year.