Six months after Sanjiv Mirchandani left Fidelity Institutional as part of a buyout wave, the Boston-based financial services conglomerate is bringing on a new head of client growth. Effective in January, Rohit Mahna will step into the role vacated by ...

In moves that will reshape its executive leadership, Raymond James Financial President John Carson will retire as president at the end of the month and Paul Allison, chairman and CEO of the firm’s Canadian subsidiary, will cede his roles and ...

Robbie Moseley has joined Raymond James to head its recruiting platform, Advisor Choice Recruiting, the firm announced Monday. Moseley succeeds Barry Papa, who died in March. Moseley most recently worked at Edward Jones, where he served as director of financial ...

UBS Group nominated former Morgan Stanley President Colm Kelleher as its next chairman, tapping an executive with broad banking and wealth experience to help oversee the firm’s pivot towards digital. Kelleher, 64, will stand for election to succeed Axel Weber ...

Janus Henderson Group said Chief Executive Dick Weil will retire at the end of March as the asset manager comes under increased pressure from Nelson Peltz’s Trian Fund Management to improve performance. Weil, 58, who was instrumental in the 2017 ...

Arkadios Capital, an Atlanta-based hybrid broker-dealer, has promoted Chet Payne, the firm’s chief operating officer, to president. David Millican, the firm’s founder, remains its chief executive. As president, Payne will oversee the growth of the firm as well as all ...

Vestwell, a digital record-keeping platform for retirement plans, has hired Rob Molchon as its chief technology officer and promoted Ryan Anderson to chief product officer. Molchon was previously senior vice president of engineering at Integral Ad Science, where he was ...

Fidelity Charitable, the nation’s largest grantmaker, has named Jacob Pruitt its president, succeeding Pamela Norley, effective Oct. 18. Prior to joining Fidelity Charitable, Pruitt was vice president and head of T. Rowe Price Charitable, leading the asset manager’s charitable giving ...

Greg Ruppert, currently executive vice president and leader of Finra’s National Cause and Financial Crimes Detection Program, will succeed Bari Havlik as head of the department of member supervision on Nov. 1. Havlik is retiring and will remain an adviser ...

EToro Group, an Israel-based online brokerage and social trading firm, has named Lule Demmissie as US CEO. She most recently served as president of Ally Invest, overseeing Ally Invest Securities, Ally Invest Advisors and API business lines. In her new ...