Robert McCann, CEO of UBS Wealth Management Americas, has filled out the firm’s leadership team with former Merrill Lynch executives, according to news reports.
Institutional investment consultant Rogerscasey has struck a deal with Lowenhaupt Global Advisors (LGA) to offer Rogerscasey’s institutional investment expertise to families and individuals served by Lowenhaupt Global Advisors.
To meet “Americans' growing need for financial guidance,” Northwestern Mutual said it plans to recruit more than 2,300 financial representatives and more than 2,500 financial representative interns in...
Great-West Retirement Services said it has hired six more internal wholesalers to boost the support it provides its external sales force and their financial adviser and third-party administrator...
VALIC has hired Robert J. "Bob" Architect, formerly senior tax law specialist and 403(b) guidance author in the Internal Revenue Service's Employee Plans Division, as vice president of...
Asset Dedication, LLC, a provider of asset allocation strategies for independent financial advisers, hired Tony Parkin to focus on developing its business within the adviser marketplace.
The Winston & Strawn law firm has added James P. Baker, a specialist in the Employee Retirement Income Security Act (ERISA), to its San Francisco office.
Dimensional Fund Advisors said it has hired John Blood, formerly with Commonwealth Financial, to lead a new initiative to develop relationships within the broker/dealer community.