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  • February
  • Webster Financial Corp. sets shareholders meeting for April

    by Harmony Valdoz | Feb 16, 2018

    Webster Financial Corp. scheduled its annual shareholders meeting on Thursday, Apr. 26.

  • Trzepacz joins Wildcat Venture Partners as human resources lead

    by Harmony Valdoz | Feb 16, 2018

    Trzepacz will oversee HR functions at the venture capital firm.

  • LPL Financial CFO Matt Audette presents at Credit Suisse's Financial Services Forum

    by Adrian Leake | Feb 16, 2018

    LPL Financial CFO Matt Audette presented at the Credit Suisse 19th Annual Financial Services Forum held at The Ritz-Carlton Key Biscayne in Miami on Feb. 13.

  • Chris Mone joins Wilmington Trust as president of U.S. markets

    by Stacey O'Connor | Feb 16, 2018

    Wilmington Trust recently named Chris Mone president of its U.S. markets.

  • First Republic Bank recognized for overall excellence

    by Harmony Valdoz | Feb 19, 2018

    First Republic has received the top overall award for private banking from Private Asset Management magazine, marking eight years in a row that it has attained such recognition.

  • 5 UBS investment teams lauded for retirement planning

    by Harmony Valdoz | Feb 19, 2018

    Planadviser chose awardees based on retirement plan assets and number of plans.

  • 73 percent of investors say tax reform is a plus for business

    by Rumbidzai Karen Musvosvi | Feb 20, 2018

    Nearly three out of four investors believe recent tax reform in the U.S. will make business ownership more attractive, according to the quarterly Investor Watch report recently released by UBS Wealth Management USA.

  • TIAA appoints Woodroffe as chief HR officer

    by Harmony Valdoz | Feb 22, 2018

    He will succeed Skip Spriggs in his new role on March 1.

  • Nationwide recognized on ‘100 Best Companies to Work For’ list

    by Harmony Valdoz | Feb 23, 2018

    The recognition marks Nationwide's fourth consecutive year on the list.

  • Cornerstone Bank's Casavant tapped for new role in New Town

    by Harmony Valdoz | Feb 23, 2018

    Brandi Casavant brings more than five years of banking experience to the position.

  • Forbes recognizes 248 UBS advisers in ‘Best-in-State’ list

    by Harmony Valdoz | Feb 23, 2018

    Forbes recently recognized 248 advisers from financial services firm UBS on the first “Best-in-State Wealth Advisers” list.

  • Investments & Wealth Institute to host annual conference in Nashville

    by Harmony Valdoz | Feb 23, 2018

    Investments & Wealth Institute will hold a conference on investment and wealth management from May 6-9 at the Music City Center in Nashville, Tennessee.

  • Cornerstone Bank's Watford City branch promotes 3

    by Rumbidzai Karen Musvosvi | Feb 26, 2018

    Cornerstone Bank in Watford City, which is owned by Cornerstone Holding Co., recently promoted three employees.

  • Sammons Financial Group launches updated website

    by Marian Johns | Feb 28, 2018

    Sammons Financial Group, a parent company of Midland National, has launched a redesign of its website branded "With You for Every Moment" and designed to focus on its member companies' products, financial services and investor information, among other areas.

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