Investors Capital Holdings announced this afternoon that its chairman
and founder, Theodore Charles, would retire following a sale of his
shares in a public offering.
Warburg Pincus LLC, a New York City-based private equity firm, has
bought a majority stake in The Mutual Fund Store, company officials
announced on Friday.
by
Kathy Lynch
Fidelity Investments has promoted Derek Young to president of the company's Asset Allocation Division.
by
Kathy Lynch
ING Investment Management Americas has hired Robert Robis as senior
portfolio manager for its Global Bond Team and as head of Fixed Income
Macro Strategies.
Fidelity Investments today named Derek L. Young as
president of its Asset Allocation Division, company officials said.
Chicago-based HighTower Advisors has recruited a private banking team
from Merrill Lynch that handles over $1 billion in client assets.
by
Jim McConville
Fidelity Investments on Friday named Scott Couto president of Fidelity
Financial Advisor Solutions, the division formerly known as Fidelity
Investments Institutional Services.
by
Jim McConville
Summit Wealth Group has merged with Denver-based Cook Financial Associates, creating an independent wealth management firm with more than
$240 million under management, officials said.
by
Kathy Lynch
The Charles Schwab Corp. has named three new money management leaders at
Charles Schwab Investment Management Inc. (CSIM), the investment
advisor to Schwab and Laudus Funds.
by
Kathy Lynch
National account executives John Harrell and Paul Izzo deliver Russell solutions to bank partners.
by
Kathy Lynch
David Maccarella has joined the Investment Program Association as director of education.
by
Jim McConville
Sentinel Benefits & Financial Group, a Focus Financial partner firm,
announced today it has acquired Schloss & Company, a Long Island,
N.Y...
The
219-year-old symbol of American capitalism is
about to complete a $9...
by Andrew Gluck
The fate of professionalization and the FPA hang in the regulatory balance.
by
Kathy Lynch
Raymond James names Bella Loykhter Allaire as the firm's executive vice president of technology and operations.
by
Kathy Lynch
Lincoln Financial Distributors appoints a leader to develop growth strategies for its defined contribution business.
by
Kathy Lynch
Global financial services leader BNY Mellon is expanding its Scottish operations.
by
Kathy Lynch
David Reich has joined the Boston office of LPL Financial to build out the firm's retirement platform and roll out new services.
by
Kathy Lynch
Ballentine Partners of Waltham, Mass., has named Lorne Adrain, CLU, as managing director. Adrain has joined the firm to lead business development activities.
