Morgan Stanley CFO to Leave for Google
Ruth Porat will take the same position at Google and will be one of the few female top executives in Silicon Valley.
Raymond James Rolls Out Tool for Discretionary Trading
The FolioDynamix technology works in conjunction with the firm's proprietary research and can be used for modeling, rebalancing and trading.
Raymond James Execs on IT: ‘Can’t Slow Down’
Top technology execs share latest successes at the independent broker-dealer’s annual conference in Dallas.
Raymond James Retires Morgan Keegan Brand, as Tech Transition Ends
Raymond James said Tuesday it had wrapped up the conversion of Morgan Keegan operations and clients into Raymond James’ technology systems.
Raymond James Execs Boast ‘Huge Strides’ in Technology
The firm and its advisors are benefiting from the Morgan Keegan acquisition, along with certain policies and investments, tech executive Bella Loykhter Allaire said.
New Hire Roundup: TD Ameritrade Institutional Welcomes Gaze
This week in new hires, Christine Gaze joined TD Ameritrade Institutional, Robert Bernstein went to Windham Capital and Raymond James confirmed the appointment of John Carson as president of its board.
New Hire Roundup: Horan Goes to Chilton, Pan Moves Up at SEC, CFP Board Gains Myers
This week in new hires, Timothy Horan moved to Chilton Private Clients, with a team of four; Eric Pan joined the SEC; Roger C. Myers, Jr. was named CFO at the CFP Board; and Neuberger Berman added four new wholesalers.
Raymond James Taps Former UBS Exec, Morgan Stanley Consultant as Head of IT
Bella Loykhter Allaire will lead the firm's technology and operations divisions beginning on June 20