Business Transitions Articles

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Former Management Consultant Named Napfa CEO

by FA Staff

Geoffrey Brown, a former management consultant, has been selected CEO of the National Association of Personal Financial Advisors.

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National Financial Partners Appoints New CEO

by FA Staff

Douglas Hammond, NFP's chief operating officer and president, will succeed Jessica Bibliowicz as CEO.

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Market Strategies International Acquires Cogent Research

by FA Staff

Cogent Research founders will co-manage Market Strategies’ new syndicated division.

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SCF Securities Expands

by FA Staff

The Summit Financial Strategies, an investment advisory firm with $145 million in assets under management based in Portland, Ore...

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Fewer Advisors Than Expected Switch To State Oversight

by

Fewer RIAs than expected have switched from oversight by the SEC to state regulators, says a new report by the North American Securities Administrators Association.

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FSI Adds Over 150 New Financial Advisor Members

by FA Staff

The Financial Services Institute has added advisors from Capital Investments Companies.

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Guardian Retirement Solutions Expands National Sales Team

by FA Staff

Michael Fennessy, John Jennings and Jonathon Matson join the firm as regional vice presidents.

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Securities America Expands Recruiting Team

by FA Staff

John Behn, Sam Briganti, Brian Strasser and Matthew Witt have joined the firm.

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Blackstone Targets Bulging Corporate Coffers Via New Unit

by

Blackstone Group LP, the world’s largest private-equity firm, is taking aim at the $5.4 trillion of cash on corporate balance sheets in the U.S...

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Pinnacle Investments Adds Senior Vice President

by FA Staff

Stephen Chow joins the firm in Syracuse, N.Y.

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