09/05/2012
The cuts are part of the German bank's plan, announced in July, to trim 1,900 positions globally, the person said.
09/04/2012
The two teams, which moved on Friday, managed nearly $800 million in client assets at Merrill Lynch, the brokerage owned by Bank of America.
09/04/2012
The two teams, which moved on Friday, opened True Private Wealth Advisors LLC, an independent advisory firm based in Salem, Oregon.
09/04/2012
"We went through a reorganization not too long ago where we separated project management from analytics, and we identified these three areas as critical to advisor success," said Tom Nally, president, TD Ameritrade Institutional.
09/04/2012
In this newly created position, Proctor will report to Seth Finkel, managing director of Neuberger Berman Wealth Management.
09/03/2012
The appointment of de Rosnay, who has held a number of senior investment banking positions in London, is expected to be announced on Tuesday, the WSJ said in an article published on its website.