Focus Adds Former FiNet Team, Lebenthal Brings on Morgan Stanley Group
Meanwhile, Securities America picks up a Wells Fargo rep, and United Planners says it had a banner year in 2013.
Focus Financial Adds $2.2B Telemus
Telemus Capital comes on board in Michigan; meanwhile, Pensionmark Retirement adds a branch in San Diego.
On October 31, Thomas Faust became chairman and CEO of Eaton Vance, succeeding James Hawkes, who retired. This changing of the guard was announced in...
XTF Takes Aim at Investors
Mike Woods, CEO of New York-based XTF Advisors, wants his fledgling firm to become as integral to the retail exchange-traded industry as the ETFs themselves....