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 giant alt investments platform's latest financing led by T. Rowe Price and SurgoCap Partners, along with State Street, UBS, and BNY, will fuel additional growth on multiple fronts.
Some investors recently have seen million dollar plus decisions by FINRA arbitration panels involving complex products decisions go their way.
New report shines a light on how Americans view wealth today.
Concerns about outliving savings and healthcare costs are reshaping how "Peak 65" Americans and advisors approach income planning.
Former advisor Isaiah Williams allegedly used the stolen funds from ex-Dolphins defensive safety Reshad Jones for numerous personal expenses, according to police and court records.
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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.
