Staffing

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Choreo Hires Chief Human Resources Officer

by FA Staff

Shelley Smith will fill the newly created position.

FPA CEO Patrick Mahoney Dies After Battle With Cancer

by FA Staff

Dennis Moore, the FPA's chief operating officer, will serve as Mahoney's interim replacement.

UBS Has Cut 10,000 Jobs Since Credit Suisse Takeover In 2023

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Global headcount stood at 108,648 at the end of last year.

Affiliated Advisors Launches Affiliation Program For NextGen Advisors

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The program is directed at the next generation of advisors as mass retirements in the industry loom.

The Personal And The Digital

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You'll need a little of both in the future to connect with clients.

Raymond James Beats Q1 Earnings Estimates

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But its leadership noted the difficulties of competing with private equity for RIA talent in the private client space.

Mark Tibergien Joins Nesvold Capital's Advisory Board

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Tibergien was instrumental in helping Pershing establish itself as one of the RIA industry's top four custodians.

Edelman Adds Mariner CEO To Poaching Lawsuit Allegations

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Edelman claims Mariner CEO Marty Bicknell personally participated in the advisor poaching.

JPMorgan Boosts Jamie Dimon's Pay To $39 Million After Record Profit

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The question of when Dimon will retire, and who might succeed him, has hung over JPMorgan for years.

Merit Financial Adds Captrust Exec To Lead M&A Initiatives

by FA Staff

David Wahlen was named vice president of strategic partnerships.

JPMorgan, Goldman CEOs Resist Calls To Roll Back DEI Programs

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JPMorgan CEO Jamie Dimon said that working to include marginalized groups is good for the business's bottom line

Goldman Sachs Promotes Its Next Generation: 3 Women, 14 Men

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The underrepresentation of women in the executive ranks has remained a sore spot at the firm.

CG Financial Taps National Guard Officer As President

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Scott Hiipakka previously headed a Michigan economic development organization.

Goldman Picks Leaders To Run Wall Street Engines In Revamp

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The bank is tapping new global leaders for its equities, fixed-income and banking units.

Goldman Gives CEO Solomon $80 Million To Stay Put, Raises Pay By 26%

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The retention awards are the second in just over three years given to the chief executive.

JPMorgan's New COO Piepszak Doesn't Want To Be CEO Candidate

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The moves mark the latest major shakeup atop JPMorgan.

Morgan Stanley Forms New Client-Management Unit Under Crawley

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Mandell Crawley is a 32-year veteran of the firm and one of its senior-most Black executives.

Amore To Become Kestra President; Langlois Will Retire

by FA Staff

Texas-based wealth manager Kestra said John Amore will assume the president's role in April.

JPMorgan Tells Staff To Return To The Office Five Days A Week

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More than half of the bank's roughly 300,000 employees already come into the office five days a week.

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