On The Move

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Fiduciary Consulting And Governance Group Joins Independent Financial Group

by FA Staff

Fiduciary Consulting and Governance Group provides investment due diligence guidance and education to plan sponsors nationwide.

United Realty Expands National Sales Team

by FA Staff

Steven Reed is head of sales for the Western division, and Edward Frederick is assistant vice president of sales.

Raymond James Recruits $109 Million Team

by FA Staff

Spring Street Financial has joined the firm in Atlanta.

Raymond James & Associates Adds Advisors In San Diego

by FA Staff

John Sedberry and Zachary Jones have joined the firm from LPL Financial.

Copper Rock Capital Partners Adds To Investment Team

by FA Staff

Timothy Codrington has joined the firm as a portfolio manager.

Lebenthal Asset Management Hires Wealth Advisor

by FA Staff

Ronald Deutsch will focus on taxable fixed income portfolio management.

Coconut Grove Financial Services Appoints Vice President

by FA Staff

Gerardo Rodriguez has joined the firm in Miami.

Raymond James Recruits $200 Million Team In Los Angeles


by FA Staff

Financial advisors Paul Berman and Joshua Rosenzweig have joined the firm in Los Angeles.

True North Advisors Appoints EVP

by FA Staff

Michael Miller has joined the firm as executive vice president in Dallas.

Millennium Trust Company Makes Two Promotions

by FA Staff

Jeremy Christensen has been named director of private fund custody and Matt Nitschke is national director of the alternative solutions group.

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