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  • UBS Wealth Management extends client connections through new digital service

    by Miguel Ordonez | Apr 10, 2018

    UBS Wealth Management USA recently unveiled its first-ever digital service to all clients of the UBS Wealth Advice Center.

  • Raymond James' review indicates widespread expectations for market growth

    by Soutrik Das | Apr 7, 2018

    The Raymond James Investment Strategy Committee has released its Investment Strategy Quarterly Review for the first quarter of 2018, indicating the investment environment may grow in 2018-19 with a sustainable growth rate of GDP.

  • UBS grants $2 million to expand Project Entrepreneur

    by Soutrik Das | Apr 7, 2018

    UBS and Rent the Runway Foundation have expanded Project Entrepreneur with an additional grant of $2 million from UBS.

  • Genworth Financial merger with Oceanwide moves forward

    by Soutrik Das | Apr 7, 2018

    Genworth Financial and China Oceanwide Holdings Group recently agreed to a fourth waiver and agreement to each party's right to terminate their merger agreement, which extends the previous deadline until July 1.

  • Atlanta Public Schools to receive HOPE Inside services from SunTrust Bank

    by Soutrik Das | Apr 6, 2018

    SunTrust Bank is extending its HOPE Inside Program, an award-winning financial empowerment model powered by Operation HOPE, to the teachers and employees of Atlanta Public Schools.

  • Northern Trust Corp.'s earnings call set for April 17

    by Miguel Ordonez | Apr 5, 2018

    Northern Trust Corporation will be revealing some key information in their next conference call this month.

  • Principal Financial Group schedules quarterly earnings call

    by Soutrik Das | Apr 5, 2018

    Principal Financial Group (PFG), on April 2, 2018, announced that its First Quater 2018 Financial Results will be released on Thursday, April 26. It also notified that the company heads will discuss the result on a live conference call on April 27.

  • Genworth Financial secures $450 million term loan

    by Carol Ostrow | Apr 1, 2018

    Richmond, Virginia’s Genworth Financial recently completed a $450 million transaction in the form of a senior secured term​ loan, with proceeds to roll over to previous capital debts and potentially support upcoming commitments.

  • Prudential's Krosby offers insight on change at the Fed

    by Rumbidzai Karen Musvosvi | Apr 1, 2018

    Prudential’s chief market strategist, Quincy Krosby, offered her insight on regime change at the Federal Reserve and the monetary policy’s market impact at the Fed in her Q2 2018 “Regime Change” market commentary.

  • Prudential, PIC align to accelerate reinsurance while reducing risk

    by Carol Ostrow | Apr 1, 2018

    Prudential Financial’s retirement unit -- Prudential Retirement -- recently partnered with U.K.-based Pension Insurance Corp. to accelerate reinsurance with a unique packaging combination of assets that lowers transfer risk for small pension transactions.

  • Baird Global COO shares innovative people practices

    by Carol Ostrow | Apr 1, 2018

    When the Great Place to Work For All summit convened March 7-9 in San Francisco, Baird Global Investment Banking Chief Operations Officer Rodney Jones-Tyson presented a seminar on enhancing career enjoyment for the benefit of attendees.

  • FCS America appoints 4 new members to board seats

    by Carol Ostrow | Apr 1, 2018

    Sioux City, Iowa-based Farm Credit Services of America, a customer-owned financial cooperative supporting farmers and ranchers across four western states, recently announced its stockholder election results, naming four new members to its board of directors.

  • Elming to senior vice president at Sammons Financial Group

    by Carol Ostrow | Mar 29, 2018

    Sammons Financial Group has promoted Rhonda Elming to senior vice president for annuity development as she approaches her fifth anniversary with the company.

  • Head of Raymond James’ Investment Advisors division steps down

    by Takesha Thomas | Mar 28, 2018

    Bill Van Law, president of Raymond James' Investment Advisors division, will be departing the company effective April 2.

  • Northern Trust taps Jordan for FIA regional director role

    by Sandra Lane | Mar 27, 2018

    Jacqueline “Jackie” Jordan has been appointed regional director of Northern Trust’s Foundation & Institutional Advisors, the firm’s division that advises endowment and nonprofit clients in the Southeastern United States.

  • Little is named new SunTrust Foundation president

    by Meredith Iager | Mar 26, 2018

    When SunTrust Foundation’s David Fuller retires on March 31 as president, Stan Little will assume the position.

  • Neuberger Berman advisers earn spots on prestigious Barron's list

    by Meredith Iager | Mar 26, 2018

    Neuberger Berman Advisors on Top 1200 List, 2018

  • Northern Trust to advise Grand Haven Area Community Foundation

    by Rumbidzai Karen Musvosvi | Mar 24, 2018

    The Grand Haven Area Community Foundation recently selected Northern Trust’s Foundation and Institutional Advisors Group to provide investment management and advisory services.

  • Baird's chief HR officer earns women's leadership award

    by Kasey Schefflin- Emrich | Mar 21, 2018

    Leslie Dixon, chief human resources officer at financial services firm Baird, was recently presented with a leadership award by Great Place to Work.

  • Reid selected to direct 2 PGIM Investments funds

    by Kasey Schefflin- Emrich | Mar 21, 2018

    PGIM Investments has appointed Brian Reid as an independent director for two mutual funds -- Prudential Short Duration High Yield Fund Inc. and Prudential Global Short Duration High Yield Fund Inc.

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