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Curian Capital LLC, a Prudential PLC unit that provides separately managed account platforms, said it will add 21 sales professionals over the next several months.
September 17 -
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Huntington Bancshares Inc. promoted Pete Dunlap Friday to president of its Huntington Insurance division.
September 15 -
Massachusetts Mutual Life Insurance Co. has announced the promotion of Rodney J. Dillman to president of MassMutual International LLC, its international insurance arm, and also to corporate senior vice president.
September 15 -
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The online stock brokerage Scottrade in St. Louis has announced that it plans to open a branch today in Plainfield, Ill.
September 15 -
With enCircle, a service aimed at simplifying life for the elderly and their children, Harris Private Bank has found not just a potential new revenue stream, but possibly a new way to attract and retain assets as well.
September 15 -
Global wealth could decline by as much as 10%, to $100 trillion, by yearend, according to Boston Consulting Group.
September 15 -
John Hancock Financial Services Inc., a Boston unit of Manulife Financial Corp., has launched JH Spectrum, a fixed deferred annuity with three withdrawal options: after five, six, and seven years.
September 12 -
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September 12 -
MFC Global Investment Management LLC of Boston, the asset management arm of Manulife Financial Corp. of Toronto, hired Reid A. Kilberg as a managing director.
September 11 -
Wells Fargo & Co.'s private banking business plans to use its newly established office in New York City as a beachhead for expansion in the Northeast.
September 11 -
JPMorgan Asset Management launched a platform to help advisers and plan sponsors identify and evaluate target-date funds.
September 11 -
Invesco Ltd.'s assets under management fell 1.8% in August, to $449.8 billion, according to its preliminary month-end results.
September 11 -
Prudential Financial Inc. has promoted Stephen Pelletier to president of Prudential Annuities to succeed David R. Odenath, who has been hired by Legg Mason Inc. as head of the Americas.
September 11 -
The funding ratio at the typical U.S. pension plan declined 0.9 of a percentage point in August as liabilities grew more than assets, according to BNY Mellon Asset Management.
September 11 -
When a group of Citigroup Inc. managers left the company last month, Citi joined a growing list of big banks and broker-dealers that have lost wealth advisers in recent months.
September 10 -
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National Planning Holdings Inc., a Santa Monica, Calif., broker-dealer, has announced the introduction of a Web-based portfolio management and reporting platform for financial professionals.
September 10 -
Harris Private Bank, a Chicago unit of Bank of Montreal, has introduced Harris enCircle, a service designed to help clients address the financial needs associated with aging.
September 10



