by
Asia Martin
Ascensus acquired a retirement plan provider exclusive to entrepreneurs and high-income earners, announced the company this week.
by
Heidi Pope
The Miami firm has named Thayer Gallison as the platform’s chief.
by
Jadah Riley
She will oversee daily operations and monitor investing research systems.
by
Heidi Pope
Homrich Berg has teamed up with Compass Financial Consulting.
by
Heidi Pope
Mercury Capital's digital platform supports global wealth investment
by
Heidi Pope
The portfolio manager named three managing directors to its executive committee.
by FA Staff
Anchor Capital announced on Wednesday that it is buying a majority stake in itself.
by
Asia Martin
Kaplan Professional Education is set to acquire the College for Financial Planning.
by
Heidi Pope
A high-net-worth wealth management firm adds concierge legal service for clients.
by
Heidi Pope
Jeff Nash is joining forces with veteran LPL and Lincoln senior recruiters.
by
Asia Martin
RBC added two Wells Fargo advisors, but FiNet says it sees increased interest in its business model.
by
Heidi Pope
Securities America hires Jim Norwood as president of the financial institutions division.
by
Heidi Pope
LPL financial welcomes top NPH firms.
by
Heidi Pope
KMS recruits Hansen Wealth Management to its platform.
by
Heidi Pope
The wealth management firm is based in the Florida and has $530 in assets under management.
by
Jadah Riley
Father-and-son team Lee and Evan McCauley of Akron, Ohio, are joining Raymond James from Merrill Lynch.
by
Asia Martin
Ameriprise Financial has recruited Phil Wood and eight of his advisors.
by
Heidi Pope
The Planners Network, a former NPC firm, has joined LPL Financial.
by
Asia Martin
A former Wells Fargo team brings over $1 billion to Baird's wealth management office in Anchorage, Alaska.
by
Asia Martin
Ameriprise Financial has added two advisors with a total $354 million in AUM.
