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On The Move

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RBC Picks Up Santia Foster Wealth Management Group

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Santia Foster Wealth Management joined RBC from UBS.

RBC Picks Up Advisors From Major Firms

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RBC Wealth Management acquired five new teams and three advisors in November—all from well-known large firms.

Wentworth Acquires PKS

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Wentworth Management Services LLC acquired Purshe Kaplan Sterling Investments.

Evensky First Winner Of TD Ameritrade's Advocacy Leadership Award

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Financial planning industry veteran Harold Evensky recognized for his contribution to the growth of fiduciary investment advice.

Vermont’s 529 Reaches $350M

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This week, Vermont Student Assistance Corp. (VSAC) announced that the Vermont Higher Education Investment Plan (VHEIP) has reached $350 million in assets.

Titus Grows Team With Former Wells Advisor

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The firm added Scot Lance as managing director and now has $550 million in AUM.

Janney Adds Veteran Advisors Managing $450 Million

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Janney Montgomery Scott LLC (“Janney”), announced it has hired three advisors.

Commonwealth Financial Adds Midwest Financial Group

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Midwest brings $186 million in AUM to Commonwealth.

Edward Jones Adds Advisors In N.C. and Calif.

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The advisors were added to branches in Lumberton, N.C., and Seal Beach, Calif.

Raymond James Recruits $250 Million Wells Fargo Advisor Team

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RJFS's investment in technology and continuing education were key reasons cited for the switch.

Crow Holdings Hires Michael Levy As CEO

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Crow Holdings Capital recruits Michael Levy to succeed Harlan Crow.

Christopher Zaccarelli Named Chief Investment Officer At IAA

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The Independent Advisor Alliance, based in Charlotte, N.C., has hired Christopher Zaccarelli.

Meeder Investment Management Adds SVP

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The Ohio firm hired Dan O’Toole as its senior vice president and head of third-party distribution.

Glenmede DC Office Adds VP, Wealth Advisor

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Glenmede's Washington, D.C., office adds a new vice president and wealth advisor Richard "Dutch" Miller.

Former Schwab Consultant Joins PagnatoKarp

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Independent advisor PagnatoKarp hired Bob Ciullo as its managing director.

Duff & Phelps Adds Managing Director

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Erik Jenkins will work at the company's Chicago branch in the disputes and investigations practice.

Frank Burke Joins PPB Capital Partners

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The alternative investment provider has named a new chief investment strategist.

GCG Joins Triad’s Platform

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An independent advisory firm with $1.5 billion in AUM has affiliated with Triad Advisors.

EQIS Capital Appoints Joseph Hunter President And CEO

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The firm also announced changes and additions to its senior management.

LL Global Names 2018 Board Of Directors Chair

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Manulife Canada's Michael J. Doughty will chair umbrella organization for trade groups LIMRA and LOMA.

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