John C. McRae, who is a member of Citizens National Bank’s Wealth Management Division, as well as a Branch Manager and Senior Financial Advisor with Raymond James Financial Services, was chosen as No.

Partnership focuses on billion dollar-plus advisor teams weighing independence, offering tailored investment banking and ...

Bank Investment Consultant released its annual “Top 50 Bank Reps” ranking in the Dec. 2010 issue, a roster that included eight from PrimeVest Financial Services Inc., an independent, self-clearing ...

Lincoln International has completed its acquisition of MarshBerry, an investment banking and consulting firm serving insurance brokerage and wealth management sectors. The transaction expands Lincoln ...

There's a change going on. Growth in the bank channel has been almost nonexistent for years. While some data suggests that banks have recently shown marginally more interest in establishing new ...

Community bank investment programs are on pace to make 2013 a record year. During the first three quarters of 2013, the programs generated $427.8 million in revenue, the most they ve ever produced in ...

Kevin Brunner, who’s been at Bank of America for 25 years, will join JPMorgan Chase as global chair of investment banking and ...

Invest Financial Corp. announced that three of its program managers, Paul Restante, president of Community Investment Services, Inc., Jack Nelson, senior vice president of Johnson Investment Services ...

Emigrant Partners, a subsidiary of New York Private Bank & Trust, has made an investment in Ulrich Investment Consultants, a wealth management firm. No financial terms were disclosed. NEW YORK, NY ...

Bank of America announced a host of executive changes to its global corporate and investment banking team, according to an ...