In a WealthManagement.com interview, Price also said he didn’t expect PE backer Reverence Capital to sell a majority stake in Osaic “any time soon.”

TAG Intel is led by Jack Devine, a 32-year veteran of the CIA, who aims to democratize the information he’s been bringing to global corporate clients since 2000.

Elizabeth Hioe, a former McKinsey executive, replaces Martine Lellis, who was promoted to principal of M&A partner development in May.

Debra Brennan Tagg was with Osaic for 25 years before jumping to NewEdge.

In a Florida state lawsuit, financial advisor Deborah Lennon claims she would only be hired on the condition she agreed to have sex with “the person responsible” for deciding whether Amerirprise would hire her.

Jim Rourke and Michael Liu were named co-heads of private client partnership development, which links Bank of America’s global corporate and investment bank, Merrill wealth management and the Private Bank.