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On The Move

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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.

Morrison, Nordmann & Associates Move To Securities America

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The Michigan wealth management firm brings $120 million in client assets from an NPH subsidiary.

SFA Partners Adds Strategic Blueprint

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Strategic Blueprint offers an integrated technology platform for advisors.

HighTower To Acquire $4.5 Billion Salient Private Client

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HighTower's biggest acquisition marks its entry into both Texas and the trust services business.

Schechter Names Ray Gunn As President

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Gunn has over 30 years of executive experience leading public and private companies.

Alvin Carlos Named FPA Diversity Scholarship Winner

by FA Staff

The FPA awards the scholarship to a financial professional who works to promote diversity in the industry.

Raymond James Recruits $216 Million Advisor From Merril Lynch

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Nicole Sennett’s firm is in Wilkes-Barre, Pa.

Devon Financial Partners Merges With First Financial

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First Financial has about $3 billion in assets under management after the merger.

Steward Partners and Raymond James Launch Houston Office

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A top financial advisor will bring $600 million in assets to Stewart Partner's new Houston location.

Paul Mottola Joins Incapital

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The industry veteran will lead the capital markets team.

INVEST Financial Team Heads To Commonwealth

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Riverstone Wealth Partners has $263 million in AUM.

Atlanta Advisor Brings $100M To Sugarloaf Wealth Management

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The Ladenburg Thalmann hybrid subsidiary sees its wealth management assets swell to $500 million.

First Allied Affiliate Acquires $105M Mass. Advisor In Succession Deal

by FA Staff

Bloomfield Hills Financial is purchasing Thomson Financial Management.

Wells Fargo's FiNet Nabs Merrill Team and JP Morgan Advisor

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FiNet recruits more advisors going independent.

Cetera Recruits Chicago-Based Bank Wealth Program With $382M

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Marquette Bank's wealth management program is being brought onto Cetera's platform.

Allianz Veteran Named Chief Of Business Transformation

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Allianz SE has appointed Iván de la Sota as chief business transformation officer.

Laurie E. Ingwersen Named 2018 Outstanding Women of Family Business Award By The Family Business Association

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The Harvest Group Wealth Management LLC announced that Laurie E. Ingwersen has been named an Outstanding Woman of Family Business by The Warren Group editorial board...

$400M Wells Fargo Advisor Team Joins UBS

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UBS said former Wells Fargo Advisor team Brad and Jeff Frederickson joined its operation in San Jose, California on Feb. 14...

Ameriprise Recruits Advisors

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Some joined the employee channel and others joined the franchise channel.

RBC Recruits Merrill Lynch Advisor Group

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A group with $300 in AUM joins RBC.

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