Investment Platforms
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Tibergien and Pershing: Growth in US and Abroad
By thinkadvisorIn February, Mark Tibergien and the firm he leads, Pershing Advisor Solutions, won honors at the 2014 Private Asset Management award: for PAS, the Private Banking-Innovation award and for Tibergien, an Outstanding Contribution award, recognizing his business management, transition planning and strategy formulation accomplishments.
February 20, 2015
Stifel Moves to Buy Sterne Agee: ReportsThe reported deal means Stifel could soon top 3,000 total advisors and $200 billion in client assets.
February 19, 2015
New Hire Roundup: Securities America Promotes 7Meanwhile, financial data aggregation firm CircleBlack appointed Bill Bartzak and Michael Castellano to its board of directors.
February 12, 2015
Merrill Lands $1.4B Ex-Morgan Stanley Team, AdvisorMeanwhile, LPL-affiliated Stratos Wealth recruits a former Morgan Stanley team and an ex-Wells Fargo rep.
February 09, 2015
Raymond James Nabs $2.6M Ex-RBC TeamIn addition, a former Merrill Lynch rep affiliates with LPL Financial, and Baird adds an ex-UBS team.
February 05, 2015
New Hire Roundup: Paul Smith Named CEO of CFA InstituteMeanwhile, Nikko Asset Management has hired four executives
January 28, 2015
Ameriprise Q4 Profits Beat Estimates on Strong Wealth ResultsAverage advisor fees and commissions were nearly $500,000 in 2014.
January 22, 2015
ECB's Draghi Commits to Trillion-Euro QE Plan to Fight DeflationThis is a very important first step and a necessary step, Morgan Stanley CEO James Gorman said.