Terri Kallsen previously served as executive vice president of investor services at Schwab.
Henrik Christensen has joined the AlphaTrAI board of directors.
Albert Forkner will be responsible for overseeing all risk management and ensuring compliance.
Paul Brahim will serve as president-elect in 2024, ascending to the FPA presidency in 2025.
Maps Credit Union, overseeing $1.3B in assets, was founded in 1935 as an educators' credit union.
Christopher Street serves the LGBTQ+ community and other clients nationwide.
The move expands the firm's presence in Northeast Wisconsin.
Peter Zuleba is replacing Gordon Fowler Jr., who retired at the end of August.
Carcio, Soifer and Svach are veterans of the financial industry.
The move is part of Paragon's growth plans, the firm said.
Comprehensive Financial, based in Burbank, Calif., joins Avantax from Independent Financial Group.
Peoria, Ariz.-based Validus joins LPL's broker-dealer, RIA and custodial platforms.
Legacy founder and President Kevin Loyd got his start 22 years ago as a college intern.
Even technology giants that once promised long-term flexibility have become stricter with their policies.
Three futures industry executives say the former N.J. governor's comeback attempt should be halted.
Independent Advisor Alliance's “junior advisor” program helped this advisor secure financing.
Steve Boeckmann and David Wyzgowski have launched BW Wealth Management in Scottsdale.
Laura Korbel takes the leadership reins of a firm expanding in the Midwest and on the East Coast.
Jean-Luc Dupont brings global cyber risk management to the job.
Craig Pirtle has spent more than 25 years in the financial services industry.