Updated Thursday, July 24, 2014 as of 9:35 PM ET
BNY Mellon Appoints New Leader for Wealth Management Biz in New Jersey
BNY Mellon Wealth Management has promoted a company veteran to the position of market leader for the firm's New Jersey region.
James Robertson will develop and execute the wealth manager's overall strategy in New Jersey, which is the fifth largest state in millionaire households, according to research firm Spectrum.   more »
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The deal creates a new powerhouse wealth management firm, consolidating approximately $9 billion in assets from both Banyan and Boston Private Bank & Trust. more »
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David Campanella will lead a team of wealth management professionals serving high-net-worth clients in Cleveland and Columbus. more »
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'Demands for digital capabilities know no boundaries when it comes to age, wealth, or geography,' says Capgemini's Jean Lassignardie more »
Lebenthal & Co. said it will exit the municipal public finance underwriting and institutional sales business and shift those resources to its wealth management division. more »
A family office founded by Rothstein Kass executives gets backing from rapidly expanding Focus Financial Partners. more »
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