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Bank Systems & Technology
August 4, 2009
Maria Bruno-Britz |
Bank of America's New Executive Roster Ken Lewis reshuffles BofA's management team, including the hiring of former Citi CFO Sally Krawcheck.   |
Bank Systems & Technology
January 23, 2008
Maria Bruno-Britz |
Jane Grebenc Named Head of KeyCorp Wealth Management In her new role, she will oversee the Key business groups that provide investment, banking, insurance, and trust services to affluent individuals and families. |
Wall Street & Technology
May 15, 2006
Cory Levine |
Capitol Wealth Advisors Taps Paventi David Paventi has joined Capitol Wealth Advisors -- a new wealth management subsidiary of Capitol Bancorp -- as COO. |
Bank Systems & Technology
January 26, 2009
Peggy Bresnick Kendler |
Brian Moynihan Named Bank of America's President of Global Banking and Global Wealth and Investment Management Moynihan, who has been General Counsel of Bank of America, replaces John Thain, who is leaving the firm. |
Insurance & Technology
December 21, 2004 |
Executive News Safeco appoints Myron Hendry as SVP of service... Hartford Financial Services Group names Jeffrey Carleton as VP and director of distribution for individual life... RBC Insurance names R. David Black as president and CEO... etc. |
Financial Planning
July 1, 2006
Marshall Eckblad |
On the Job Here's a rundown of the latest executive appointments: Allianz Life Insurance has named Douglas Reynolds as the company's president... James Dennis has joined AXA Equitable... etc. |
Insurance & Technology
July 12, 2006 |
Executive News Harleysville Tech Appointments... Shallow Joins PFG... Hanover Hires VP... |
Insurance & Technology
September 15, 2004 |
Executive News Sun Life names Kevin J. Hart president of annuity distribution... Lloyds appoints Luke Savage new financial director... The Hartford names Sharon Roberts vice president of annuity contact center... etc. |
Investment Advisor
April 2007 |
Changes-April 2007 New York Life Insurance Company announced that Christopher Blunt was appointed senior VP and COO... Jonathan Spector, vice dean of The Wharton School at the University of Pennsylvania, was named president and CEO of The Conference Board... etc. |
Insurance & Technology
August 26, 2004
Anthony O'Donnell |
Executive News USAA Change... Cigna Exec... Jaramillo Promoted... Epolicy VP... Hartford P&C EVP... |
The Motley Fool
October 26, 2007
Matt Koppenheffer |
A Tale of Two FBRs With the June IPO of FBR Capital Markets, investors can now get their hands on what's good about FBR without having to expose themselves to the carnage of FBR Group. |
Insurance & Technology
September 30, 2009
Anthony O'Donnell |
The Hartford Names Liam McGee New CEO Liam McGee, Bank of America's former head of consumer banking, oversaw that company's global technology and delivery in more than 30 countries. |
Investment Advisor
May 2010
Ron Pechtimaldjian |
The Hartford Has Big Plans for Wealth Management and RIAs Hartford Financial Services Group Inc. is reorganizing into insurance, annuity, and wealth management businesses. |
Insurance & Technology
July 12, 2006
Anthony O'Donnell |
Esposito: Business First Mark Esposito, the recently appointed CIO for The Hartford Financial Services subsidiary Hartford Life's individual life division plans to drive a creative and opportunistic approach to technology, while never losing sight of its purpose. |
Investment Advisor
October 2009
Melanie Waddell |
B/D News Broker/Dealer news from the Commodity Futures Trading Commission... USAdvisors Network... and the Lower Brule Sioux... |
Registered Rep.
April 1, 2008
Christina Mucciolo |
Citi Reorganizes For Smith Barney Citigroup announces plans to reorganize its private bank and Global Wealth Management division into four separate units according to client wealth. |
Registered Rep.
July 1, 2011
Jerry Gleeson |
Selling Alpha? BAD MOVE. Talon Asset Management announces it is selling about two-thirds of its business to global investment manager BNY Mellon. |
Investment Advisor
March 2007 |
March 2007 UBS announced the appointment of Michael Roberts as managing director... T. Rowe Price named Steven Huber as a senior portfolio specialist... etc. |
Registered Rep.
February 1, 2006
Russ Alan Prince |
Rep's Honor Here is how wealth management readily translates into additional assets under management for financial advisers and what they can do reach this target market. |
Registered Rep.
May 1, 2005 |
13 Percent Percentage of advisors who say they have switched to a wealth management model. |
U.S. Banker
November 2001
John Hackett |
Wealth Management Forever Wealth managers remain optimistic despite the sharp drop in personal wealth as a result of the stock market's decline... |
