BNY Mellon Nabs Veteran Goldman Wealth, Tech Exec
By Janet LevauxAvi Shua was with Goldman for almost 28 years and led its global wealth management tech group since 2013.
September 19, 2018
RBC Brings on $500M Commonwealth Team: Recruiting RoundupLPL Financial, Kestra, Stifel and Ameriprise announce their latest hires and Larry Roth lands a board seat.
August 13, 2018
Arnott Steps Down as CEO of Research AffiliatesThe firm's president and COO Katy Sherrerd assumes the role of CEO; Arnott remains as chairman.
July 17, 2018
Former Vanguard Exec Brod Voted CFP Board Chair-Elect"This is a pivotal time for CFP professionals," Brod said.
June 05, 2018
Bitwise Adds Institutional Heft With BlackRock/Commonfund HireMartha Shear brings institutional fund experience to the cryptocurrency index fund.
May 31, 2018
Triad Adds $750M Firm From LPL: Recruiting RoundupAdvisors also move to Raymond James, Kestra and Janney; meanwhile, ProEquities launches a practice management platform.
May 03, 2018
Raymond James Taps Exec to Oversee Independent ContractorsJodi Perry, who previously led operations in the Southeast, is now leading this group nationwide.
April 02, 2018
Edelman Financial Taps CMO From ADTLetha Steffey, formerly of ADT Security Services, Hallmark and AMC Theaters, is now chief marketing officer for the wealth management firm.