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On The Move

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Bernstein Adds Veteran Talent In San Francisco

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Daniel Eagan will rejoin the firm as senior vice president after a stint at Hirtle Callaghan.

Former Wells Fargo Advisors Bring $215M To Steward Partners

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Faith Harrington and Constantine Harris represent the ninth group of advisors to join Steward so far this year.

Undivided Wealth Management Joins Kestra

by FA Staff

The firm is the fourth new office Kestra has opened this year.

IA Solutions Group Created

by FA Staff

A retirement firm and an employee benefits firm have partnered to form new entity in Boston.

Procyon Hires Senior Portfolio Manager

by FA Staff

Antonio Rodrigues joins the independent RIA.

Steward Partners Global Advisory Expands East Coast Presence

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The firm adds two teams.

Commonwealth Recruits Former LPL Firm

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A boutique firm from Michigan joins the independent broker-dealer.

Fintech Firm Harvest Expands Executive Team

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The firm hires three executives to support its artificial intelligence-driven investor network platform.

Baird Recruits Wells Fargo Advisors With $550 Million In AUM

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A team of five will join Baird Wealth Management.

Kestra Private Wealth Adds New Firm

by FA Staff

Liberty Wealth Solutions in Paramus, N.J., is joining the Austin, Texas, RIA.

Millennial Morgan Stanley Branch Manager Recruited By Raymond James

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Chris Fils, 31, will head the broker-dealer’s Suncoast Complex in Florida.

Penny Pennington Named To Succeed Edward Jones’ Managing Partner

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EJ’s succession committee came to a unanimous agreement to recommend Pennington.

Ameriprise Adds Two Teams To Franchise

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It recruited teams from AXA Advisors and MML Investors Services.

Former J.P. Morgan Exec Joins Halite Partners as CFO, COO

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Ric Butler will oversee Halite’s financial, operational and administrative systems.

The Sedoric Group Joins Steward Partners, Leaves Wells Fargo

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The New England firm brings $350 million in client assets.

Mercury Capital Hires Savasta As CIO

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Nick Savasta comes from the investment advisory firm serving the family of Michael Dell.

LPL Financial Nabs Oppenheimer Team

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Tom Anderton and Ryan Howard, who handled $230 million, have joined the firm and aligned with Michigan-based 626 Financial.

Triad Advisors Recruits Cirrus Wealth

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Ladenburg Thalmann subsidiary recruits Ohio wealth management firm with $325 million in client assets.

Merrill Lynch Team Brings $380M To D.A. Davidson

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Eight team members will move to Davidson's Colorado Springs branch.

Bernstein Appoints Thompson As Head Of Diverse Markets Strategy

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James Seth Thompson takes on first-ever role dedicated to diversity at Bernstein Private Wealth Management.

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