News, Comment & Analysis results for People Moves

People Moves
July 18, 2024

California-Headquartered Wealth House Names M&A Head

The firm, based in Los Angeles and operating in different parts of the US, has signaled its merger

People Moves
July 18, 2024

Vistra Continues North America Build-Out

The MD for North America has worked at the business for a decade, originally joining in Singapore

People Moves
July 17, 2024

New West Coast RIA Aims To Keep Clients Serene

A firm founded in Santa Monica aims to keep its clients calm and composed - important outcomes in

People Moves
July 17, 2024

Who's Moving Where In Wealth Management? – IEQ Capital, Avantax

The latest senior wealth management moves, appointments and personnel changes in North America.

People Moves
July 11, 2024

Who's Moving Where In Wealth Management? – Baird

The latest senior moves, appointments and personnel changes in the North American wealth sector.

People Moves
July 10, 2024

Robertson Stephens Passes Another Milestone

The nationwide US wealth manager now has more than $6 billion in advisory assets following its

People Moves
July 10, 2024

US Wealth Management House Takes Estate Planning In-House

The firm is taking estate planning into its business and boosting its family office capabilities,

People Moves
July 9, 2024

Withers Creates New York Family Law Practice

The international law firm already has teams in family law in California and Singapore, as well as

People Moves
July 9, 2024

Vanguard Names New Chief Executive

The appointment follows the retirement of Tim Buckley after more than 30 years of service,

People Moves
July 8, 2024

Rockefeller Adds To Boston Presence

The group, part of the US wealth management organization, has added a number of businesses around