Updated Thursday, March 26, 2015 as of 7:52 PM ET
Northwestern Mutual Scoops Up LearnVest
Northwestern Mutual, the nation's second-largest life insurance company, is buying LearnVest, an online financial planning start-up founded in 2009.
More in Career Moves
John Lipari and Richard Ribek say they chose Raymond James' "client-first culture." more »
Jonathan Pruzan is expected to replace Ruth Porat as CFO next month, five years after succeeding her at an investment banking unit that serves other banks. more »
Two wirehouse advisors generating almost $1.7 million jumped to Steward Partners, an independent firm affiliated with Raymond James Financial Services. more »
"I’m delighted to be returning to my California roots and joining Google," Porat said of her move back home to Silicon Valley. more »
Two complex directors moved up the ranks at the wirehouse. more »
The recruit generated $614,000 in production at his former job. more »
LPL's "lagging earning results" led the company's compensation committee to cut Mark Casady's bonus by 40%. But Casady also got $6 million in stock options. more »
Morgan Stanley is shifting top executives at the wealth management and capital markets units to give the firm's leadership broader experience with its main businesses. more »
The elite Bank of America brokerage unit created a new executive role to oversee philanthropic services. more »
The wirehouse lost one of its biggest producers, but pulled in two teams from rivals RBC and UBS. Meanwhile, Baird lured away a $260M team from Morgan Stanley. See these and other moves in our latest recruiting roundup. more »
Thomas Buck and his daughter, an NFL cheerleader, left the firm for unknown reasons. more »
An avid surfer, this wirehouse recruit made the move to Integrated Wealth Management. more »
The wirehouse grabbed a group that produced $2.5 million at RBC. more »
Advisors on the Move: Merrill Loses Billion-Dollar Advisor, Lures Teams With $800M
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