On The Move Articles

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Securities America Recruits $100 Million Team

by FA Staff

Fortress Wealth Advisors has joined the firm from Manarin Investment Counsel.

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BrightScope Appoints Chief Revenue Officer

by FA Staff

Chris Riggio will lead the national expansion of the firm’s sales and support organizations.

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Dynasty Financial Partners Appoints Chief Technology Officer

by FA Staff

Paul Metzger has joined the firm in New York.

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WBI Investments Appoints Chief Financial Officer

by FA Staff

Kerri Cain is a 20-year industry veteran experienced in finance, accounting and compliance.

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Pentegra Retirement Services Appoints Regional Director

by FA Staff

Scott Schaerer has joined the firm to expand business on the West Coast.

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Carson Institutional Alliance Expands Investment Committee

by FA Staff

Don Hagan brings nearly 30 years of portfolio management and research experience to his new role.

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CNL Financial Group Makes Three Appointments

by FA Staff

Tracy Schmidt and Holly Greer receive promotions and Brian Lee joins the firm.

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Two Advisors Join Washington Wealth Management

by FA Staff

Two advisors who formerly worked have joined Washington Wealth Management under different affiliation models.

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Commonfund Names New Board Chair

by FA Staff

Robert Litterman, veteran Goldman Sachs risk management head, will lead the Commonfund board of trustees.

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Convergent Wealth Advisors Expands Business Development Team

by FA Staff

Maurice Curran has joined the firm as director for referral network development.

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