Ted Pick, the architect of Morgan Stanley’s trading revival, and Andy Saperstein, who built the company into a wealth-management powerhouse, were tapped as co-presidents.
Merrill Lynch advisors will have exclusive access to the designation for a year before the College for Financial Planning opens up the course to others.
The mergers, acquisitions and deals you may have missed the week of May 10, 2021.
RBC adds advisors specialized in the equine industry and socially responsible and ESG investing.