04/30/2012

BNY Mellon Appoints Chief Information Officer

Currently CIO for the company's Financial Markets and Treasury Services businesses, as well as its Pershing LLC unit, Kumar is a member of the company's global Operating Committee

04/27/2012

IFDS poaches GBST UK business head

Wilkinson has been with the wrap technology provider since March 2007, the firm provides the technology behind the Novia, AJ Bell, JP Morgan and Aegon Retirement Choices platforms.

04/27/2012

RBC hires Morgan Stanley advisers in Houston

Advisers Gene Theobald, Otho Evans and Teresa Castillo joined RBC as a team from Morgan Stanley Smith Barney, where they managed $330 million in client assets and generated $2.6 million in revenue last year.

04/26/2012

oXYGen Financial taps three new experienced financial advisors

Alex and Sara Watson began their financial services careers with Ameriprise Financial and then worked with Allstate. Since, Mr. and Mrs. Watson represent the modern day married couple within the X and Y Generation, they thought oXYGen Financial would be t

04/26/2012

HSBC taps new CFO

McGinnis Succeeds Edgar Ancona, Retiring After 18 years at HSBC

04/25/2012

Wells Fargo, RBC Grab 12 Morgan Stanley Advisors

While the move partly reflects ongoing dissatisfaction with the Morgan Stanley-Smith Barney integration, some experts say, it doesn’t reflect any new spike in advisor movement.

04/25/2012

Ameriprise hires from Morgan Stanley

Adviser Richard Trotta joined Ameriprise on Friday in Florida from Morgan Stanley Smith Barney. He said an environment where advisers have easy access to top management was a big selling point for him.

04/25/2012

RBC hires Morgan Stanley advisers in Houston

Advisers Gene Theobald, Otho Evans and Teresa Castillo joined RBC as a team from Morgan Stanley Smith Barney, where they managed $330 million in client assets and generated $2.6 million in revenue last year.

04/25/2012

Kurtosys Systems boosts its senior team

Based in New York, Hendren will oversee global business development and marketing. His strong pedigree of revenue generation experience positions Kurtosys well for future growth and demonstrates a strong commitment to the North American business.

04/24/2012

Ascent Private Capital taps regional MD

He leads an initial team of seven professionals responsible for providing ultra high net worth clients with investment management, private banking, wealth impact planning, financial administration and an exceptional client experience in the Pacific Northw