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.
Ex-CMO accused of using the organization’s money to fund a luxury lifestyle.
Altruist founder and CEO Jason Wenk shares insights on the custodial platform's refresh, how it's striking a chord among entrepreneurial advisors, and what's ahead after its latest $152 million funding round.
Following Wall Street Journal reporting from unnamed sources, the Chicago-based financial giant stressed its commitment to "delivering long-term value to our stakeholders."
The advisor, Andrew Nash of El Capitan Advisors, used the funds to buy a house, according to the SEC.
The digital investment platform's announcement of a confidential submission to the SEC comes amid a broader trend of consumer fintech firms going to market.
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
