Turnkey Asset Management
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Focus Adds Wealth Group in Canada; United Capital Picks Up 2 Firms
By Janet LevauxEach firm acquires groups of advisors with more than $600 million in client assets.
March 31, 2015
SSgA Taps Former Fidelity Exec O’Hanley as New President, CEONew State Street Global Advisors head OHanley also spent 13 years in leadership positions at Mellon Bank and Bank of New York Mellon.
March 16, 2015
Froude Steps Down as Head of Ameriprise Advisor GroupTwo senior execs, Bill Williams and Patrick O'Connell, are poised to step in to lead 9,672 FAs.
March 12, 2015
MetLife, Principal target Latin America for deals, expansionPrincipal and New York-based MetLife, the largest U.S. life insurer, are increasingly counting on emerging markets.
March 09, 2015
Raymond James Adds $1.9M Ex-Morgan Stanley TeamThe group of two reps managed about $150 million of client assets in Washington, D.C.
March 03, 2015
Court issues CoOportunity liquidation orderBrokers are supposed to keep all records related to CoOportunity.
March 03, 2015
Court issues CoOportunity liquidation orderBrokers are supposed to keep all records related to CoOportunity.
March 03, 2015
Moore to Leave LPL; Arnold Replacing Him as PresidentRobert Moore is leaving LPL to become CEO of Legal & General Investment Management America, an RIA specializing in fixed income.