Recruiting Roundup: UBS Adds $5B Team From JPMorgan, Advisor From Merrill
Meanwhile, Wells Fargo recruits JPMorgan rep, as Ameriprise picks up four ex-Wells FAs.
New Hire Roundup: BrightScope Names Riggio Its First Chief Revenue Officer
Also, Pacific Life announced changes in its sales organization, and Edmond Markel joined Hennion & Walsh.
New Hire Roundup: Sonnenberg Joins Glassman Wealth Services
Also this week in personnel announcements and new hires, Tony Leonard joined OneAmerica.
New Hire Roundup: FPA Welcomes David Brand Back to the Fold
Also this week, Securities America names a director of practice succession and acquisition and a new member for its recruiting team, while an SEC litigator joins WIlmerHale.
Wells Fargo Adds 2 Execs to Client-Focused Push
Anne Larson and Erin Rich are now directors of client acquisitions and client experience, respectively, for Wells Fargo Advisors.
New Hire Roundup: Gamble Named Managing Director at F-Squared
This week in new hires, F-Squared Investments named Paul Gamble managing director, and Sean Curry and Kimberly Palleon moved up at BMO Global Asset Management.
New Hire Roundup: Dowling & Yahnke Advance 4; Key Private Bank Launches Delaware Trust
Among the hiring action this week: Dowling & Yahnke announced four promotions; Key Private Bank launched a Delaware trust company; Patrick Goshtigian joined EP Wealth Advisors; Jane Bachmann and Eugene Miller went to Citi Private Bank.
Banks Cheated Veterans on Mortgages: Lawsuit
As the nation honors military personnel on Veterans Day, apparently 13 banks face a lawsuit alleging they cheated veterans by charging illegal fees on mortgages.
AARP Sues Fannie Mae, Wells Fargo Over Reverse Mortgages
AARP has gone to court for a second time to challenge foreclosures on reverse mortgages in which plaintiffs were not notified and were not offered the option of purchasing the property for 95% of its appraised value.