Page 39 - Client Group News Today

The weekly recap of new hires, promotions and job changes in capital markets trading and technology.

The Ferguson Wealth Advisory Group Opens New Office in Athens, Georgia...

National Boost appointed Emy Donavan as chief underwriting officer. She will oversee the company's program underwriting, product development, and

Wirehouses lost the most talent as independents and regionals gained in the first half of the year.

/PRNewswire/ -- Synergy One Lending is thrilled to announce that top producer Sarah Kohut has joined as VP, Private Client Group! Sarah is a $100MM+ originator...

Tip-jar humor seen here in Chicago at a coffee shop: “Afraid of Change? Leave It Here.” Sure recessions typically mean lower rates, but are you okay waiting until that happens? TransUnion tells us that 196 million people in the United States use credit cards. Credit cards can be a valuable tool but for nearly everyone who keeps a balance on them, their rates are moving higher. On the flip side, here’s a way to add a little value to your clients. Thank you to Cory Tona who se...

SAN DIEGO, Sept. 23, 2022 /PRNewswire/ -- Synergy One Lending is thrilled to announce that top producer Sarah Kohut has joined as VP, Private Clie...

Offering is part of the firm’s recent enhancements to sophisticated solutions for financial advisors who serve wealthy clients...

Sotheby’s Concierge Auctions enters the second half of 2022 with record-breaking sales and new brand, further aligning itself with its new ownership.

The global asset manager has made several senior hires in the local market, including leads for institutional and wholesale distribution.