Deals & People

Charles Schwab Adds to Executive Team

Charles Schwab Investment Management, Inc. (CSIM), the investment adviser to Schwab and Laudus Funds, has announced the appointments of Omar Aguilar, Brett Wander, and John Sturiale to the...

Louis Finney Joins UBS

UBS Global Asset Management has hired Louis Finney as Executive Director and Senior Strategist, Global Investment Solutions. 

Wells Fargo Acquires EDIFY

Wells Fargo Insurance Services announced the acquisition of EDIFY, LLC, an employee benefits consulting firm based in Fort Lauderdale, Florida.