by
Jadah Riley
Mark Lazar, CFP, has joined Raymond James & Associates in its Salt Lake City, Utah, office.
by
Asia Martin
Janney Montgomery Scott announced it brought seven advisors to the firm: six from Morgan Stanley and one from Merrill Lynch.
by
Asia Martin
Davenport adds four financial advisors and one client service associate to its Richmond, Va., office.
by
Asia Martin
Black Creek appoints Steve Stroker as vice chairman of Black Creek Capital Markets.
by
Asia Martin
Spring Ridge Financial Group of Wyomissing, Pa., has joined the Commonwealth Financial Network.
by
Heidi Pope
The Strategic Financial Alliance adds three senior executives for leadership in technology, recruiting and product strategy.
by FA Staff
The social investment firm, Calvert Foundation, changed its name to Calvert Impact Capital so it could clearly define its non-profit status.
by FA Staff
Kestra Private Wealth Services is a nationwide network of independent advisory firms.
by
Karen DeMasters
A new lump sum retirement benefit may cost service members more over the long run, says advisory firm.
by FA Staff
Jen Auerbach-Rodriguez will be responsible for capturing market share and growing underserved client segments.
by FA Staff
Jonathan Matta will be in charge of sales and growth for the MassMutual Funds in the Midwest.
by FA Staff
The firm has grown rapidly in the past year to more than $7 billion in AUM.
by
Asia Martin
Janney has hired Jenny D. Daly as a new financial advisor.
by FA Staff
Kathleen Adams has been promoted from senior associate to partner as Signature crosses the $7 billion AUM mark.
by FA Staff
The group, based in Georgia, will operate as Keaton & Sams Wealth Management of Raymond James.
by FA Staff
Suzanne Brenner and Donald Hardie will be part of the private equity leadership team.
by FA Staff
Dhar will be in charge of financial services for the firm.
by FA Staff
The goal of the bank is to get more business from existing clients, says Cetera.
by FA Staff
Capitol Securities Management will now use Raymond James for custody and clearing services.
by FA Staff
Harvest Global Investments USA named Regis Dale as its new CEO and appointed a new vice president.
