New Hire Roundup: SEC Names Grim Director of Investment Management
Meanwhile, Merrill has created a retirement income and investment team and a Mercatus fellow has been named chief economist for House Financial Services.
New Hire Roundup: Killgoar to Head Strategy, Consulting at Raymond James' FID
Meanwhile, Wilmington Trust has named Fredrik Berg vice president of sales for its global capital markets team in Europe.
New Hire Roundup: McGinness Joins Envestnet as Managing Director
Meanwhile, Behringer announced that Robert Aisner will transition from his position as CEO and president to become chairman.
Former IAA President and CEO Tittsworth to Join Ropes & Gray
Former longtime president and CEO of IAA will join Ropes & Gray LLP’s investment management practice in June.
The Flatter World of Financial Services
During the previous decade we have often heard allusions to the world getting flatter, as a reference to advances in technology shortening the distance—virtually—between people and cities.
The Changing Face of Wealth Management
Wealth management now and in the future will be as different as the makeup of the (changing) wealthy. It will also be very similar.
New Hire Roundup: Morningstar Names Ptak Head of Global Manager Research
Meanwhile, Wesley Long, former head of private client services at Wedbush, joined Index Fund Advisors to lead its wealth advisors.
Lovell Minnick Sells Mercer Advisors to Genstar
The $6 billion RIA based in Santa Barbara, California, is set to have a new private equity owner.
New Hire Roundup: Merrill Adds Wealth Management Teams in Florida, New York
Meanwhile, Barclays named Jay O'Neil regional manager for wealth and investment management in Los Angeles.
NAPFA Elects Moore Board Chairman for 2015 Term
Current board treasurer Frank Moore will serve as chairman-elect and remain as treasurer until his term begins on Sept. 1.