On The Move

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Allworth Financial Signs Another Phoenix-Area Firm

by FA Staff

Scottsdale-based RG Capital joins Allworth.

$250M AUM Virginia Firm Joins Kestra Private Wealth Services

by FA Staff

Freedom Fiduciary Advisors is an independent team bent on growth.

Woodbridge Hires RIA Valuation Expert Jane M. Macina As VP

by FA Staff

Macina is an industry veteran with extensive experience as a wealth manager and commercial lender.

William Prager Joins Cowen As Head Of ETF Trading

by FA Staff

Prager brings deep experience of the ETF space to his new position with Cowen.

Recruiting Vet Jason Catlender Joins Integrated Partners' C-Suite

by FA Staff

Catlender is an industry veteran with more than two decades of experience.

Tyson Lozano Joins Grove Point As VP Of Business Development

by FA Staff

Grove Point Financial was formerly H. Beck Inc., which rebranded in April.

Vanguard Vet Amanda Bateman Joins Dentist Advisors

by FA Staff

Bateman will work with dental professionals to develop a customized financial and investment plan for each client.

Albion Financial Group Taps Liz Bernhard As President

by FA Staff

Toby Levitt and John Bird founded Albion in 1982.

$135M AUM Wells Fargo Team Switches To LPL

by FA Staff

Everett Ice is an industry veteran with 20 years of experience as a financial advisor.

JFS Wealth Promotes Thomas D. Wilson To Partner

by FA Staff

An acquisition transacted last month grew JFS to 75 employees across the Philadelphia region and Southeast.

AIG Promotes Two Executives

by FA Staff

Bryan Pinsky and Tim Heslin assume new positions at AIG.

$315M AUM Team Goes Independent On LPL's Platform

by FA Staff

Mark Castle brings more than three decades of industry experience to his new independent practice.

$266M AUM Wells Fargo Team Joins Raymond James's Indie Channel

by FA Staff

Jeff Anderson and Doug McClure have 55 years of combined industry experience.

Angela Osborne Joins Bluespring Wealth Partners As COO

by FA Staff

Osborne comes from Aperio, which she joined in 2017.

Dynasty Adds Two Fintech Execs To St. Pete C-Suite

by FA Staff

Both new hires will be based in the company's St. Petersburg, Fla., headquarters.

$300M AUM Northwestern Team Joins Canopy Wealth In Arizona

by FA Staff

The Arizona team has 50 years of combined professional experience.

ICMA-RC Rebrands To MissionSquare Retirement

by FA Staff

ICMA launched ICMA-RC in 1972 to provide retirement plans and related services to public sector employees.

1792 Adds Three Exec Vets To C-Suite Team

by FA Staff

Shinners, Vaccaro and Kain will support business development, operations and advisor recruitment at the firm.

SAGEbroadview Promotes Two Advisors To Partner

by FA Staff

Principe and Annello have played key leadership roles since joining the company.

Virginia Asset Group Taps Bruce McCook From VCB Financial

by FA Staff

McCook is an industry veteran with more than 35 years of experience and handled $60 million at VCB.

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