Business Transitions Articles
Total: 535
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by FA Staff
Geoffrey Brown, a former management consultant, has been selected CEO of the National Association of Personal Financial Advisors.
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by FA Staff
Douglas Hammond, NFP's chief operating officer and president, will succeed Jessica Bibliowicz as CEO.
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by FA Staff
Cogent Research founders will co-manage Market Strategies’ new syndicated division.
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by FA Staff
The Summit Financial Strategies, an investment advisory firm with $145 million in assets under management based in Portland, Ore...
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by
Ted Knutson
Fewer RIAs than expected have switched from oversight by the SEC to state regulators, says a new report by the North American Securities Administrators Association.
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by FA Staff
The Financial Services Institute has added advisors from Capital Investments Companies.
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by FA Staff
Michael Fennessy, John Jennings and Jonathon Matson join the firm as regional vice presidents.
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by FA Staff
John Behn, Sam Briganti, Brian Strasser and Matthew Witt have joined the firm.
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by
Bloomberg News
Blackstone Group LP, the world’s largest private-equity firm, is taking aim at the $5.4 trillion of cash on corporate balance sheets in the U.S...
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by FA Staff
Stephen Chow joins the firm in Syracuse, N.Y.
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