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On The Move

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Ellis Financial Group Joins LPL

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Ellis Financial brings $170 million in assets.

Arkadios Capital Adds Two Advisors

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Two Wisconsin-based advisors join the firm.

Clear Private Wealth Leaves Ameriprise For Commonwealth

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Commonwealth Financial Network recruits a $120 million team.

The Senderling Team Joins RBC

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RBC recruited a $465 million advisor team in the Philly area.

Debra Brennan Tagg Named As 2018 Women In Business Honoree

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Dallas Business Journal recognizes president of firm for her commitment to financial literacy.

Raymond James Nabs Former Wells Fargo Advisor

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She managed approximately $118 million in client assets and had approximately $940,000 in annual production.

Keeback Wealth Management Launched

by FA Staff

Former Merrill Lynch managing director Bruce Lee has created a new wealth management firm in Chicago.

David Pittman Named EVP Of Strategic Blueprint

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Pittman will focus on helping the new firm attract more advisors.

Wells Fargo Appoints New Head Of Global Equity Strategy

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Audrey Kaplan joins the company from Federated Investors Inc.

Florida Asset Manager With $67B AUM Hires Four Industry Veterans

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Carillon Tower Advisers added three senior vice presidents and a vice president.

Morgan Stanley Promotes Ted Pick To Oversee Banking And Trading

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Pick, 49, had previously run the trading business.

Founders Financial Appoints Hank Multala As Managing Director

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A former LPL director has joined Founders Financial.

Fiduciary Trust Recruits Portfolio Manager From BNY Mellon

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Isaac Barrocas joins Fiduciary Trust Company International.

Smarsh, Actiance Shuffle Executives As Part Of Merger

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The compliance providers repositioned its execs as it finalizes its merger.

Blackstone Recruits Two For New Insurance Business

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The firm has hired new blood from Guggenheim and Goldman Sachs for its new Blackstone Insurance Solutions group.

Former First Allied Chief Joins Tech Start-Up

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Kevin Keefe has joined the advisory board of Complect, which matches firms with compliance consultants.

Former Wilmington Trust Directors Form Inlet Private Wealth

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Ted Furniss and Victoria Peaper announced the launch of Inlet in Jupiter, Fla.

RBC Pulls Advisors From J.P. Morgan And Wells Fargo

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The firm has opened two new offices in St. Louis and Nashville.

Futurity First Joins Securities America

by FA Staff

The addition expands the broker-dealer's presence in the insurance market.

Rockline Wealth Brings $415M To LPL

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The New York firm serves high-net-worth clients.

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