Goldman Restructures Wealth Unit
By Janet LevauxThe combined consumer and wealth management unit will be co-led by Stephanie Cohen and Tucker York.
September 10, 2020
Citi's Next CEO Is Jane FraserThe first woman to lead a major U.S. bank will take the reins from Michael Corbat in February 2021, when he plans to retire.
September 04, 2020
$1.4B Merrill Team Jumps to RBC WealthThe firm says it has recruited wirehouse and other reps with about $20 billion in assets so far this year.
August 31, 2020
$1.2B UBS Team Jumps to Raymond JamesThree ex-wirehouse advisors come on board in Kansas City at a new location for the firm's employee channel.
August 30, 2020
Tibergien Joins Board of $20B RIAAfter taking the summer off, the popular industry figure and former head of Pershing's RIA custody business is back.
August 28, 2020
Sanctuary Wealth Names COO, Adds $530M Merrill TeamThe Indianapolis-based group now has 38 partner firms with over $10 billion in assets under advisement.
August 24, 2020
UBS Nabs $3B Team From Goldman SachsThe Washington, D.C.-based private wealth group includes three advisors and one trust and estates specialist.
August 24, 2020
$400M Merrill Team Goes IndieThe group is led by Blaine Werner, who spent 43 years with the Thundering Herd.