Beth Lawlor, a veteran wirehouse executive most recently at UBS, has been named president of U.S. Bank’s private wealth management division. She will be based in New York.
Lawlor will set the strategic direction and oversee all aspects of the business, managing teams across the U.S., the bank said in a release.
Prior to her role as head of national field engagement and sales at UBS, Lawlor held senior posts at Merrill Lynch, Morgan Stanley, Wells Fargo Advisors and Smith Barney.
The independent broker-dealer is getting fresh fuel for its growth efforts as the leading PE player agrees to take a majority stake.
The firm is extending its growth ambitions with a new location in Colorado while welcoming a $750M Schwab advisor.
The second-largest acquisition in the wealth firm's history adds a 12-person Minnesota team, led by a _-year financial planning veteran.
The online brokerage giant posted better-than-expected net income for the third quarter as it emerges from a historically challenging year.
Nationwide survey reveals rising concerns among investors ahead of November 5.
Discover the award-winning strategies behind Destiny Wealth Partners' client-centric approach.
Morningstar’s Joe Agostinelli highlights strategies for advisors to deepen client engagement and drive success
