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On The Move

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Lincoln Financial Names Head of Institutional Retirement Solutions

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Lincoln Financial Distributors appoints a leader to develop growth strategies for its defined contribution business.

BNY Mellon Expands Edinburgh Operations

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Global financial services leader BNY Mellon is expanding its Scottish operations.

UBS Trust Company President Appointed

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UBS Trust Company has appointed Richard Immesberger as president.

Edelman Financial Services Opens Two Locations in Boston Area

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Edelman Financial Services LLC, the nationally acclaimed investment management firm headed by renowned financial advisor, author and talk show host Ric Edelman, has opened two Boston-area...

LPL Financial Names David Reich Executive Vice President

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David Reich has joined the Boston office of LPL Financial to  build out the firm's retirement platform and roll out new services.

Jacqueline O'Connor Joins Lincoln Financial Distributors

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Lincoln Financial has appointed a new relationship manager to help develop retirement solutions business on the West Coast.

Ballentine Partners Appoints Lorne Adrain As Managing Director

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Ballentine Partners of Waltham, Mass., has named Lorne Adrain, CLU, as managing director. Adrain has joined the firm to lead business development activities.

Neuberger Berman is Named Advisory Solutions Manager Of The Year

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Neuberger Berman Group LLC has been named Advisory Solutions Investment Manager of the Year by the Money Management Institute.

Trillium Hires SRI Veteran Paul Hilton

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Trillium Asset Management, in Boston, has hired Paul Hilton, CFA, as a portfolio manager.

Lincoln Financial Group Hires National Sales Manager

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Lincoln Financial Distributors, the wholesale distribution subsidiary of Lincoln Financial Group, has appointed Bill Nash as national sales manager for the MoneyGuard sales team.

National Planning Holdings Names Due Diligence VP

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Santa Monica, Calif.-based National Planning Holdings Inc., one of the nation's largest independent broker-dealer networks, has promoted Daniel Weiss, to vice president of due diligence.

National Advisors Trust Expands Business Development

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James D. Alfred has joined the company as vice president of business development.

BNY Mellon Names Mitchell Harris President Of Investment Management

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BNY Mellon has named Mitchell Harris to the newly created position of president of its investment management division.

ProFunds Group Names Richard Eng Chief Operations Officer

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Richard Eng will oversee fund and investor services, financial administration, and information technology for ProFunds. 

Moneta Group Names Principal

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Eric Mundwiller has been named a principal at wealth management firm Moneta Group.

Cornerstone Financial Partners' Carbone Named As Chair of Charlotte, N.C., Group

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Jeffrey Carbone is named as forum chair of Entrepreneurs' Organization Charlotte.

Fairport Asset Management Appoints Sally Staley To Committee

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Fairport Asset Management in Cleveland, Ohio, has appointed Sally Staley as advisory member of its Investment Committee.

Leah Modigliani Named SVP At Neuberger Berman

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Neuberger Berman Group LLC has appointed Leah Modigliani to the newly created position of senior vice president and multi-asset class strategist on the Investment Strategy and Risk team.

Gradney & Vistica Financial Management LLC Joins BAM Advisor Services Network

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Gradney & Vistica Financial Management has joined the BAM Advisor Network.

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