CIM Group announced today that Moshe Bajnon has joined the firm as President and Co-Head, Global Client Group. Additionally, ...

The giant hybrid registered investment advisor Wealth Enhancement Group, with $72 billion in client assets, last month revised its fee structure, increasing the high end the firm may charge clients ...

ARX Equity Partners (“ARX”), a Central European lower-mid market private equity specialist, today announces the completion of the majority acquisition of Hungarian professional services company Klient ...

If you’re looking to gain insight from your client base on a particular issue—satisfaction with your services or maybe tips on getting their referrals—there are several ways to go about it. You can ...

Merrill Lynch is giving increased attention to its growing base of uber-rich clients. The bank’s wealth business, Merrill Wealth Management, has launched an advisory group that will team up with ...

LPL Financial LLC has announced that Prestige Wealth Group (PWG), led by partners Rich Galgano, CFP®, and Matt Geraci, CFP®, has joined its broker-dealer, RIA, and custodial platforms, bringing ...

Integrated communications company, the Brave Group has been listed as one of the top three agencies in the Client Satisfaction category in the latest Scopen Agency Scope Survey. Monica Gomes This ...

Brave Group has announced four strategic leadership appointments, from group managing director, to head of finance, group client service director and business unit director, Bold.