Maria Jose Flores was named the firm's president on May 3, and she plans to take the dealer to $50B in AUA
Meghan Meger and Geoff Newton will take over as co-heads of BMO Private Wealth in Canada next month
Appointments were made at two of the Big Six banks; AIMCo hires its first CTO
Brent Joyce has been hired as chief investment strategist and managing director of BPIC
Newly appointed executives will zero in on tax and retirement planning, intergenerational wealth transfer and social responsibility
IPO should help reduce leverage that fuelled RIA acquisition spree
Acquisition will help grow, diversify the bank's wealth management franchise
With the firm's growing suite of offerings, now is an "exciting" time to assume the role, David Sykes says
Eaton Vance Investment Counsel provides wealth services to HNW, UHNW clients
Brewin Dolphin has more than 30 offices in Britain and Ireland