by FA Staff
Oak Tree Financial Group has offices in Connecticut, New York and New Jersey.
by FA Staff
Demetrios Paraskevopoulos of Mineola, N.Y. joined LPL to pivot his business towards a more entrepreneurial approach.
by
Jennifer Lea Reed
The new Boston RIA launched in October with plans to expand strategically in key markets, Dynasty said.
by FA Staff
Jim McHale joins LPL from Wells Fargo.
by FA Staff
Horwitz & Associates is a multigenerational financial firm.
by FA Staff
Cole Wilson joins Stamford, Texas-based Raymond James Financial Services affiliate Decker Capital Partners.
by FA Staff
The new recruits bring nearly $500 million in assets to Osaic and AmeriFlex.
by FA Staff
Industry veterans Jason Ehrlich, Mark Bruno and Sam Grewal will focus on driving a new wave of growth for Emigrant.
by FA Staff
Blake Mier, based in Bloomington, Ill., is joining LPL's broker-dealer, RIA and custodial platforms.
by FA Staff
Dee Morgan will be responsible for public and private company acquisitions at Cambridge.
by FA Staff
Brian Chappell has joined Raymond James Financial Services, the firm's independent advisor channel.
by FA Staff
BDO's $8.1 billion in client assets brings Choreo to a total of $23.2 billion in assets under advisement or management.
by
Jacqueline Sergeant
Advisors agree that they should be open with their clients about their personal finances.
by
Edward Hayes
The Miami-based firm signed a deal with custodian Anchorage Digital.
by FA Staff
Riverside Wealth Partners is led by Bill Laird.
by FA Staff
Catalyst Retirement Solutions joins the Kestra Private Wealth Services network.
by FA Staff
Tyler B. Powell of Santa Barbara, Calif. has joined Linsco by LPL Financial.
by FA Staff
Kevin Roth previously led research operations for the Association for Financial Professionals.
by FA Staff
Matt Cosgriff and Sophie Benander join the SageView team, the firm announced.
by FA Staff
The addition is part of the ongoing expansion by the firm.
