New Hire Roundup: Cetera Names New CIO
Meanwhile, Dynasty Financial Partners welcomed Ron Sallet, Morrison & Foerster added Charles Duross, and Fusion Family Wealth added Fred Gold.
Pershing Co-CIO Announces 3 Big Technology Initiatives
Lucille Mayer steps into Suresh Kumar’s shoes and touts NetX360 for end clients, next-gen managed accounts and complete business solutions.
Advisors Deliver Two-Thirds of Raymond James Revenue, Says CEO Reilly
Bidding to be the ‘premier alternative to Wall Street,’ Raymond James focuses on service and technology and is seeing particular recruiting success in its employee BD unit.