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US in the news: UBS buys digital wealth manager for $1 4bn
A round-up of people moves and M&A deals across North America
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United kingdom
Fernando campoo
Los angeles
Raymond james
Jonathan rodriquez
Jamie klein
Lauren klein
Alex brown
Condor financial group
Magnus financial group
Wealth management
Klein financial advisors
Newport beach based
Pittsburgh based hefren tillotson
Morgan stanley wealth management
Baird and Hefren-Tillotson deal to further reduce brokerage ranks
The roughly 90 advisors expected to move from Hefren-Tillotson upon close of the deal will change their custodian and RIA as well.
Kim tillotson fleming
Hilliard lyons
Waddell reed
John eubanks
Mark elzweig
Mellon pershing
Investment adviser association
National regulatory services
Charles schwab
Pittsburgh based hefren tillotson
Milwaukee based baird
National regulatory
Park sutton advisors
Tillotson fleming
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