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.
New Hire Roundup: Morningstar Names HelloWallet Founder Head of Innovation
Meanwhile, Merrill adds a former UBS team in Texas.
New Hire Roundup: Loring Ward Names Schwab’s Farasat CIO
Meanwhile, Peter Cai has become Global Atlantic Financial Group's chief risk officer.
New Hire Roundup: PIMCO Names Fels Managing Director, Adds CIO
Meanwhile, New York Life says it will hire 3,600 reps this year.
New Hire Roundup: Paul Smith Named CEO of CFA Institute
Meanwhile, Nikko Asset Management has hired four executives
New Hire Roundup: SEC Names Schneider Associate Regional Director for Pacific Northwest
Meanwhile, Advisor Software announced that Erik Jepson has joined as chief customer officer.
Raymond James, Ameriprise Add Teams in Midwest
The teams move with close to $400 million in total assets under management, the broker-dealers say.
New Hire Roundup: Envestnet Names Hardwick President of Advisor Services
Meanwhile, New York Life has appointed Kathleen Navarro its chief diversity officer.
New Hire Roundup: SEC Names Pollock L.A. Exam Chief
Meanwhile, wealth advisory firm Presidio Group opens a new Washington office.
7 Worst Credit Cards of 2014
Small-business cardholders in particular have much to be wary about since some credit card rules don't apply to them, CardHub says.