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On The Move

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Christopher Manci Joins LPL Financial

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Five advisors and two support staff will move with the team.

Wells Fargo Team Rebrands Under FiNet

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Martz-Wagner Wealth Management has rebranded itself as Horizon Wealth Management Group under FiNet.

$150M Wells Fargo Team Joins Snowden Lane Partners

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The move expands Snowden Lane’s presence in San Antonio.

The Good Life Headquarters Is Open For Business

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The advisory firm's new headquarters includes a fitness institute.

Potter Financial Group Joins Commonwealth Financial Network

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The firm brings $130 million in AUM to Commonwealth.

QMA Hires Marketing Officer

by FA Staff

The addition of Lee Shapcott is part of QMA’s global growth plans.

BNY Mellon Taps Catherine Keating From Commonfund

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She's the new CEO for BNY Mellon Wealth Management.

Atria Expands Management Team

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The B-D acquisition firm has hired three new execs to help fuel its growth.

LPL Recruits Flood Financial Services From Lincoln Financial Securities

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Flood, which had managed $330 million, joins LPL’s B-D and registered investment advisor platform.

UBS Loses $480M Advisor Team To Raymond James

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Raymond James has recruited a team with more than $480 million in client assets from UBS.

$336 Million Advisor Team Heads To Raymond James

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Raymond James’s employee broker-dealer has recruited yet another team from Wells Fargo Advisors.

Wells Fargo Advisors Recruit $180M UBS Advisor Team

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Wells Fargo Advisors has landed another team from UBS Financial Services.

Fiduciary Trust Expands Financial Planning Team

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Firm promoted a veteran of the firm to vice president and director of financial planning.

Wells Fargo Loses $505M Team To Raymond James

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The advisors will joint RJ's employee broker-dealer.

RBC Wealth Management Hires Two New Female Branch Managers

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RBC recruited the women as part of its initiative to bring more women into the firm.

WBI Hires New Sales Director

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WBI Investments in Red Bank, N.J., announced its hiring of Joseph Merlo as director of sales.

Bitwise Hires BlackRock, Commonfund Vet Martha Shear

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Shear will serve as managing director and head of business development for the cryptocurrency index firm.

Griffin Capital Makes Promotions To Meet Alternatives Demand

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The firm promotes Mark Pillor and four others as it expands its alternative

CAPTRUST Adds Mark S. Wilson To Board of Advisors

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Wilson is the past chairman of engineering firm Kimley Horn in Raleigh, N.C.

Raymond James Recruits $505M Wells Fargo Team

by FA Staff

Mark Griffin and Mark Liley join First Avenue Wealth Partners of Raymond James in Denver.

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