Staffing

Displaying 874 results

Topic

2 Raymond James execs stepping down from top posts

President John Carson is retiring at year-end, while Canadian head Paul Allison will become executive chairman.

Topic

Raymond James hires Moseley to head recruiting platform

Robbie Moseley joins the firm from Edward Jones, where he headed talent acquisition for the eastern region.

Topic

Morgan Stanley wants more diverse young hires

The firm is announcing an initiative, the Equity Collective, in which wealth and asset management firms commit to working with career-focused community organizations to reach young people from more diverse backgrounds.

Topic

The ‘Great Resignation’ is for advisers, too

Amid the massive pandemic exodus, advisers have been guiding clients through career changes or early exits from the workforce. But some advisers have also been striking out on their own.

Topic

Citi requires vaccines for all US workers

The bank, citing President Joe Biden's directive to federal contractors, is asking staffers to submit proof of vaccination by Dec. 8.

Topic

Chet Payne named president of Arkadios Capital

The former chief operating officer of Triad Advisors had been the Atlanta firm’s COO.

Topic

Steps to hire diverse talent

Firm leaders and executives should aim to broaden their potential talent pool and professional networks, says Schwab's Leslie Tabor.

Topic

Pandemic side effect: Rampant burnout

People are overworked, and burnout is causing 'brain fog,' exhaustion, cynicism and other issues, Jennifer Moss said at Schwab Impact.

Topic

Vestwell names Rob Molchon CTO

The digital record-keeping platform also promoted Ryan Anderson to chief product officer.

Topic

John French joins Bonhill Group as US board chairman

The media executive will help provide strategy and guidance for InvestmentNews.

Topic

Adviser’s cross-border niche targets Canadians moving south, and vice versa

Cardinal Point Wealth Management targets Canadian snowbirds, but found a rich market of clients needing cross-border advice.

Topic

James Lee is FPA’s 2022 president-elect

Claudia Cypher Kane was tapped as the Financial Planning Association's 2022 treasurer; the group also elected three new directors.

Topic

Joanna Rotenberg to head Fidelity’s personal investing division

The wealth management chief at BMO Financial will succeed Kathy Murphy, who plans to step down before the end of the year.

Topic

Wells Fargo taps senior female executive for new wealth management role

Heather Hunt-Ruddy previously held the role of head of business development and is remembered by some financial advisers for an apt analogy about Tater Tots.

Topic

Why Wall Street just isn’t Wall Street anymore

The Covid-19 pandemic has caused many to question the need to work in or continue their professional lives in Manhattan. Advances in technology have made working in an office in or close to Manhattan less important.

Topic

Lule Demmissie to head eToro Group in US

The executive is joining the online brokerage firm after heading Ally Invest.

Topic

Raymond James delays office return amid Florida virus surge

The firm has pushed its return-to-office date back to the middle of October, after having asked some employees to return to work next week.

Topic

Fidelity to hire 9,000 workers across the US

The hiring push is the fund company’s third in less than a year, reflecting the boom in individual investing that has lifted the entire trading industry.

Topic

Lincoln Financial names Ellen Cooper CEO

Cooper, the company's chief investment officer, succeeds Dennis Glass, who has been chief executive since 2007.

Topic

Skip Schweiss named CEO at Sierra Group

Schweiss stepped down as president of TD Ameritrade Trust Co. and managing director of advisor advocacy in 2020, after 12 years with the company.