Ellyn McColgan, president and COO of the global wealth management group at Morgan Stanley, will not be around when the group merges with Smith Barney, according to a...
Jason Roberts moved from Edgerton Weaver, LLP, to join as a partner in the Employee Benefits practice at business law firm Reish Luftman Reicher&Cohen.
Great-West Retirement Services has appointed two regional sales directors to focus on development of new corporate 401(k) plan business through brokers, financial advisers, consultants, wirehouses, and third-party administrators.
Bank of America (BoA) today announced that Brian Moynihan has been named president of Global Banking and Global Wealth and Investment Management, replacing John Thain.
Tom M. Wirtshafter has been named president of American Portfolios Financial Services (APFS) and American Portfolios Advisors Inc. (APA), a registered investment adviser, according to an announcement.
UBS Corporate Employee Financial Services (CEFS), a provider of equity compensation plan administration and wealth management services, has named Michael F. Barry to the position of executive director,...
The IPS AdvisorPro investment policy statement (IPS) technology platform will be available on a preferred basis to Garrett Planning Network's 300 financial advisers, a release said.
Morgan Stanley agreed Tuesday to a joint venture with Citigroup, forming the largest brokerage in the world with 20,000 financial advisers and $1.7 trillion in client assets.
Aon Consulting Worldwide announced that Francois Choquette will join the Global Benefits practice as senior vice president and leader of the Americas team, which covers the United States,...