Dallas
Deutsche Asset & Wealth Management opens private bank in Dallas
Deutsche Asset & Wealth Management (DeAWM) has opened its private bank in Dallas in its push to expand its presence…
Crystal & Co opens new office in Dallas-Fort worth area
The Private Client Services group of Crystal & Company, a strategic risk and insurance advisors, has opened a new office…
U.S. Capital Advisors appoints new senior managing director
U.S. Capital Advisors (USCA) has appointed Steve Head as senior managing director and Dallas market manager.In his new role, Head…
Raymond James hires six new financial advisors
Raymond James & Associates has hired a team of six financial advisors in Portland, St. Louis and Dallas that managed…
Highland Capital Management names new institutional sales and marketing chief
Highland Capital Management, a Dallas-based investment management firm, has promoted Jess Larsen to the role of head of institutional sales…
Merrill Lynch Wealth Management poaches Goldman Sachs financial advisor
Bank of America's Merrill Lynch Wealth Management has hired Goldman Sachs' financial advisor Kendall Cotten for its private banking and…
Parkshore Wealth Management opens new office in Texas
Parkshore Wealth Management has opened it second office in Dallas-Fort Worth area, Texas.The new Texas branch of the firm will…
Abacus Group opens new office in Dallas
Abacus Group, a New York-based hedge fund technology services firm, has opened a new office in Dallas, following the increased…
FOX partners with Foundation Source to offer trustee, foundation governance education
Family Office Exchange (FOX), a global membership organization of single family offices and their advisors, has partnered with Foundation Source,…
Citi Private Bank bolsters ultra-high-net-worth team in Dallas, San Francisco
Citi Private Bank has bolstered its ultra-high-net-worth advisory business in Dallas and San Francisco with new appointments.The new hires include…
Ryan appoints new principal
Ryan, a global tax services firm, has appointed Mehrdad Talaifar as a principal to support the continued growth of the…
Buckingham Asset Management expands to Dallas market with new acquisition
St. Louis-based Buckingham Asset Management has acquired JWA Financial Group, a Dallas-based investment services firm.JWA, which has eight employees and…
SEC charges Cushing MLP Asset Management’s trader with front running
The US Securities and Exchange Commission (SEC) has charged Daniel Bergin, a senior equity trader at Dallas-based Cushing MLP Asset…
Prospera Financial poaches two Morgan Stanley brokers
The advisers, Stephen Shipley and John Rubottom, previously generated roughly $925,000 in annual production on $121 million in client assets.…
Lombardia to expand multi-family product offerings in Dallas-Fort Worth
The primary finance activities of the company will be focused on multi-family and commercial assets. The expansion plan of Lombardia…