12/18/2018

Northern Trust Promotes Wealth Management Exec

She joined Northern Trust in 2000, became president of the Los Angeles region in 2009 and was promoted to president of the Southern California region last year, according to the press release.

12/12/2018

BBVA Compass names new wealth head

The reorganization resulted in BBVA Compass’ investment and insurance business lines coming under a single unit called Investment Services.

12/12/2018

Aksala Wealth Advisors Joins HD Vest Network

Guido said he chose to partner with HD Vest Network because of their commitment to managing taxes and wealth together, which he views as an advantage in a competitive marketplace.