05/28/2013
He has over 20 years financial services experience, having worked across such sectors as legal, financial planning and the local and international banking sectors.
05/28/2013
The Glasgow-based investment manager has left the bank’s Wealth and Investment division, where he managed portfolios for private client portfolios, trusts and small corporates.
05/28/2013
Baird has announced that it has added Paul Donnelly, CPA, as a Director and Financial Advisor in its Chicago wealth management office.
05/28/2013
Whether it's a fund manager considering a direct play, a platform trying to grow its adviser user base, new entrants assessing the market or a large firm conducting a platform selection process, it's all go at the moment