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JPMorgan lures $28B adviser team from Merrill Lynch
Banking Dive· 5 days agoJPMorgan Chase’s wealth management division has signed an adviser team from Merrill Lynch that oversaw $28 billion in client assets, Barron’s reported Friday ...
Financial Advisor in New York’s Ritzy Hamptons Convicted of Fraud, Money Laundering
Barrons.com· 15 hours agoA jury determined that Jeffrey Slothower stole more than $1 million from investors to purchase...
Is Invesco Fundamental High Yield Corporate Bond ETF (PHB) a Strong ETF Right Now?
Zacks via Yahoo Finance· 4 days agoInstead, there are other ETFs in the space which investors should consider. IShares Broad USD High...
InvestmentNews Awards 2024 Excellence Awardees - InvestmentNews
InvestmentNews· 1 day agoFull rundown of all the finalists ahead of the inaugural InvestmentNews Awards on June 20.
ProFrac Holding Corp. Announces CFO Transition
NBC 10 - FOX 14 Monroe· 2 days agoProFrac Holding Corp. (NASDAQ: ACDC) ("ProFrac", or the "Company") today announced that Lance Turner will resign from his position as Chief Financial Officer (CFO) effective ...
Edward Jones adds ex-JPMorgan veteran advisor in California - InvestmentNews
InvestmentNews· 18 hours agoEdward Jones has enriched its bench in the West Coast as it welcomes a seasoned advisor from...
Raymond James recruits $900M St. Pete adviser team from Wells Fargo - Tampa Bay Business Journal
The Business Journals· 2 days agoRaymond James snagged a group of tenured Wells Fargo financial advisers in St. Petersburg in another...
Lazard AM strengthens its global thematic team
Private Banker International via Yahoo Finance· 5 days agoLocated in London, Nahal...Steve Wreford, to pinpoint and document the major trends influencing the financial scene. Moreover, Nahal was in charge of...
Eric Taslitz
Los Angeles Times· 2 days agoEric Taslitz is a seasoned managing principal at Avitas Wealth Management Asset, with over twenty-five years of experience in the financial industry.
TD Bank Sues Raymond James, Ex-Employees for Stealing Clients With $22M in Assets
WealthManagement.com· 17 hours agoTD Bank accused several former advisors who bolted for Raymond James of breaking non-solicitation...