-
“They always want to have lines in place for if markets do turn down and they get capital calls on private investments,” says Jim Steiner.November 26
-
The merged operation will be run by someone yet to be named who will report to Jon Weiss, head of wealth and investment management.November 8
-
Pet owners are seeking guidance on funding alternatives, drafting detailed pet-care instructions and leaving significant sums of money that can run into the millions of dollars.March 26
-
Net income and client assets grew even as the firms' headcount continued its steady decline.April 13
-
The ultrahigh-net-worth unit hired a regional director from its parent firm to lead a new office.February 21
-
Also, Dynasty lured teams managing nearly $1 billion in client assets to independence.August 2
-
The firm's latest hire has 25 years of industry experience and once worked at BNY Mellon.July 1