She quickly began to enjoy working with clients and decided to become a financial advisor, joining Merrill in 1978 as one of ...

Schroders Personal Wealth (SPW) – the joint venture between Lloyds Banking Group and Schroders – has appointed experienced ...

The firm's new policy of keeping discrimination complaints out of court isn't sitting well with at least two financial advisors.

BancAnalysts Association of Boston Conference November 7, 2024 4:35 PM ET. Company Participants. Holly O'Neill - President of Retail Banking ...

TradingHub, a leading provider of uniquely intelligent trade surveillance software for the global financial services industry, today announces the appointment of long-time CTO Mike Coats as CEO, while ...

Clearwater, Florida–based Indivisible Partners will launch in the first quarter of 2025, according to its website. The firm was formed on July 2, per its Form ADV, and its creation was announced this ...

Bank of Ireland has appointed John Feeney as CEO, Corporate and Commercial. He will join the group's executive committee.

Bank of America CEO Brian Moynihan fronted staff and clients ... Bank of America’s wealth and investment management arm and Merrill Lynch. He is close to Warren Buffett, Bank of America ...

Some analysts and traders believe Bitcoin price could hit $1 million during Donald Trump’s second presidential term.