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By Janet Levaux, AdvisorOne |
April 24, 2013
Top technology execs share latest successes at the independent broker-dealer’s annual conference in Dallas.
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By Janet Levaux, AdvisorOne |
February 28, 2013
Raymond James said Tuesday it had wrapped up the conversion of Morgan Keegan operations and clients into Raymond James’ technology systems.
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By Janet Levaux, AdvisorOne |
October 16, 2012
The firm and its advisors are benefiting from the Morgan Keegan acquisition, along with certain policies and investments, tech executive Bella Loykhter Allaire said.
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By Marlene Y. Satter, AdvisorOne |
April 26, 2012
This week in new hires, Christine Gaze joined TD Ameritrade Institutional, Robert Bernstein went to Windham Capital and Raymond James confirmed the appointment of John Carson as president of its board.
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By Marlene Y. Satter, AdvisorOne |
December 8, 2011
This week in new hires, Timothy Horan moved to Chilton Private Clients, with a team of four; Eric Pan joined the SEC; Roger C. Myers, Jr. was named CFO at the CFP Board; and Neuberger Berman added four new wholesalers.
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By Janet Levaux, AdvisorOne |
June 15, 2011
Bella Loykhter Allaire will lead the firm's technology and operations divisions beginning on June 20