by FA Staff
Advisor Robert Mitchell joined the ranks of LPL's employee advisor model.
by FA Staff
Axis Private Wealth, led by advisor Logan Skinner, was previously with Edward Jones.
by FA Staff
Before joining RGT in 1994, Nolan served as controller for the Dallas Cowboys.
by FA Staff
Thomas Swaney joins the Chicago-based firm with 25 years of experience in investing.
by FA Staff
Breakaway advisors Leslie Shenkler and Daryl Lipkin were formerly with UBS.
by FA Staff
Father David Vallie serves as managing director and son Mitch as senior vice president of the practice.
by FA Staff
Parsons worked in several leadership roles during his 14 years with Envestnet/Yodlee.
by FA Staff
The two advisors established their practice 26 years ago.
by FA Staff
The firm's former head of research, Dave Nadig will become its "financial futurist," a newly created position.
by FA Staff
Harvest Wealth Management is based in Menomonee, Wis., and serves clients in 23 states.
by FA Staff
The Texas duo join RJFS through Dallas-based Wealth Partners Alliance.
by FA Staff
The fast-growing firm acquired two more firms.
by FA Staff
The three-member Ketoret Capital team is led by Kirill Vorobeychik.
by FA Staff
Kristi Turchan and Debbie Verker, who operate Ascend Wealth Management, have aligned with The Financial Services Network.
by FA Staff
The addition of Integra Capital Advisors brings Wealth Enhancement Group's assets to %54.7 billion.
by FA Staff
Blake Turner and Drew Turner have affiliated with Linsco by LPL.
by FA Staff
The additions expand AmeriFlex's California and Mountain West presence.
by FA Staff
The firm also acquired a Baltimore RIA.
by
Jacqueline Sergeant
The Hartford Group is the second team to join Rockefeller in a little over one week.
by
Ryan Shanks
There are three core reasons advisory firms recruit: to fill a role, to increase profitability or to plan for succession.
