Updated Tuesday, May 5, 2015 as of 10:18 AM ET
Cruz's Wife, Top Goldman Wealth Manager, Hits Campaign Trail
Ted Cruz's wife Heidi is taking an unpaid leave to join the campaign of the Republican presidential candidate.
More in Boutiques
A wealth manager with 30 years of experience left Citigroup Global Markets to join the year-old Lebenthal Wealth Advisors as a producing branch manager. more »
Two advisors left Barclays to join regional bank First Republic. more »
This year saw a number of mega teams with outsized AUMs switching firms. Here are the biggest recruiting moves of 2014. more »
An advisor team generating $6.7 million in annual revenue has left J.P. Morgan Securities for Raymond James & Associates. more »
Two advisors have left J.P. Morgan Private Bank to join Barclays' wealth management division in Palm Beach, Fla. more »
A group of ultrawealthy Citigroup clients clamoring for big returns on U.S. real estate have entered into funding commitments for a new commercial and multifamily development on Sunset Boulevard in West Hollywood, Calif. It is one of several co-investment projects the firm is offering through its private bank. more »
Frank Campanale, CEO of Lebenthal Wealth Advisors and a former executive at Smith Barney, spells out the key elements in firm's growth plans and recruiting strategy: brand, equity stakes and passion. more »
Deutsche Asset & Wealth Management grabbed a financial advisor from rival Barclays. more »
Deutsche Asset & Wealth Management spells out its plans to serve wealthy clients with complex needs and demands. more »
Deutsche Asset & Wealth Management lured away a managing director from J.P. Morgan. more »
FINRA barred a Chicago-based broker after it was discovered he transferred over $1 million from client accounts into his own over a number of years. more »
Deutsche Asset & Wealth Management hired a new regional executive from J.P. Morgan. more »
Deutsche Bank AG, the German lender that has pledged to improve controls after criticism from regulators, hired Elizabeth J. Ford from Goldman Sachs Group Inc. as head of compliance for the Americas. more »
Advisors on the Move: Morgan Stanley Loses $750M Team
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