Business Transitions Articles

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Former LPL Exec Named To Lead RCAP Unit

by FA Staff

Bill Dwyer, former president of LPL Financial Independent Advisor Services, has been named CEO of Realty Capital Securities.

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LPL Financial Adds $1.2 Billion Team To Platform

by FA Staff

Grand Rapids, Mich.-based StreamSong Advisors is a newly formed independent advisory firm focusing on high-net-worth investors.

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Morgan Stanley Snags $4.5B Brice Group From Merrill

by

The team includes the Brice brothers, two Merrill veterans.

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Eric Godes Named COO Of Federal Street Advisors

by FA Staff

Eric Godes has joined Federal Street Advisors as chief operating officer and chief wealth advisory officer.

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Modera Merges With Smaller Firm

by FA Staff

Joseph Capital Management has joined Modera Wealth Management to create a $1.5 billion firm.

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Morgan Stanley Hires Three Brokers Who Managed Nearly $1.3 Billion

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The largest U.S. securities brokerage by sales force, Morgan Stanley, said this week it hired three financial advisors who collectively managed $1...

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DeVere USA Opens San Francisco Office

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The U.S. unit of the Zurich-based deVere Group, which primarily handles British expats living in the U.S., plans to add staff in its new Bay Area outpost.

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RIA M&A Continues Strong Showing

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Mergers and acquisitions are still going strong, Schwab says, even though many financial advisor firm owners are leaning toward internal succession plans.

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AssetMark Appoints Chief Investment Officer

by FA Staff

Jerry Chafkin has joined the firm’s senior leadership team.

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Great-West Financial Acquires J.P. Morgan Retirement Plan Services

by FA Staff

The acquisition makes Great-West Financial the second largest provider in the U.S. defined contribution market with nearly 7 million participants, says the firm.

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