Menu Close

What you missed in wealth management: May 10-14

view original post

J.P. Morgan, Commonwealth Financial and D.A. Davidson brought new advisor teams on board; RBC announced two new complex directors and recruited a $460 million team from Wells Fargo; Raymond James and Neuberger Berman hired new executives; plus news from the fintech world, financial crimes, retirement data, and more in quick takes from the week in wealth management.