Raymond Fazzi

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Noyes Hires Capital Markets SVP

by PW Staff

David A. Noyes & Company, a 105-year-old wealth management and investment banking firm in Chicago, announced the hiring of Thomas L. Enright as senior vice president of its capital market division.

Interactive Broker Group To Buy SMA 'Robo-Advisor'

by

In a deal apparently partly inspired by the growing “robo-advisor” trend, electronic broker Interactive Brokers Group has agreed to acquire an online SMA platform.

Bessemer Trust Opens Seattle Office

by PW Staff

Bessemer Trust, a privately owned and independent multifamily office, announced that it has opened an office in downtown Seattle.

Moss Adams Wealth Advisors Hits $2B AUM Milestone

by PW Staff

Moss Adams Wealth Advisors LLC, a provider of investment management and personal financial planning strategies, surpassed the $2 billion mark for assets under management.

Private Client Reserve Names Managing Director

by PW Staff

Mark Benskin has been appointed managing director, wealth management advisor for The Private Client Reserve of U.S. Bank in Milwaukee.

Bel Air Investment Advisors Hires Former SEC Attorney

by PW Staff

Bel Air Invesment Advisors has hired a former SEC enforcement attorney as its general counsel and chief compliance officer.

Baird Hires Two Advisors

by PW Staff

The new advisors will work in the firm's Denver and Spokane, Wash., offices.

Private Client Reserve Names Market Leader

by PW Staff

U.S. Bank has named Brad Scott as the market leader for The Private Client Reserve of U.S. Bank in Cincinnati.

Race Car Drivers Among Super Rich

by PW Staff

The world’s top race drivers have sped their way to fortunes rivaling those of successful financiers, according to a new report.

Hearsay Expands Advisors' Internet Reach

by FA Staff

Hearsay Social, a tech firm that offers financial advisors software tools to interact with clients on social media, has launched a new service designed to expand the way advisors interact with...

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