Kamila McDonnough left Rutledge Financial Partners to join GRID 202 Partners.

International wealth management co-head Iqbal Khan may not be in the running because of his relatively brief tenure at the bank.

Nancy Sumption has an extensive background in the public and private sectors, including stints in the U.S. intelligence community and the Department of Justice, according to the SEC.

Dimitri Eliopoulos departed RMB after only eight months as wealth management chief to join Curi Capital as CEO.

Estate of billionaire contends valuable pieces were moved out of the United States.

The Carson Group has made Jamie P. Hopkins, its director of retirement research, managing director of Carson Group Coaching.

Merrill Lynch President Andy Sieg has named Craig Young national business development executive.

Current head of Wells Fargo's wealth unit Jon Weiss will move to the corporate and investment banking division, as part of a larger reorganization at the bank. The search for a replacement is under way.

John Bahnken said the merger between Citizens Bank and RIA Clarfeld Financial Advisors could be a successful example of a bank/RIA partnership.

Massachusetts Secretary of the Commonwealth William Galvin accused Ronald Leger Jr. of selling unregistered 'life settlement' securities to investors.