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.
Blue Anchor Capital Management and Pickett also purchased “highly aggressive and volatile” securities, according to the order.
Reshuffle provides strong indication of where the regulator's priorities now lie.
Goldman Sachs Asset Management report reveals sharpened focus on annuities.
Ahead of Father's Day, InvestmentNews speaks with Andrew Crowell.
Cerulli research finds nearly two-thirds of active retirement plan participants are unadvised, opening a potential engagement opportunity.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today’s choppy market waters, says Myles Lambert, Brighthouse Financial.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
