by
Christopher Robbins
United Capital announced on Tuesday it has acquired advisory firms in three states.
by FA Staff
DFPG announced that it has added advisors from RCM Investments to the fold.
by FA Staff
Altegris is adding Robert Naka as COO, Leah Curtis as director of marketing and Preeti Malik as head of strategy.
by FA Staff
The purchase of the Rochester, N.Y., firm is Mercer's seventh acquisition in 16 months.
by
Christopher Robbins
The state has a new multifamily office and a hybrid RIA that specializes in socially responsible investing.
by
Christopher Robbins
Wealth Partners Capital Group says it will help its three partner firms acquire smaller RIAs.
by FA Staff
Michael McGovern will head the firm's investor services fintech offerings.
by FA Staff
Ross M. Campbell has been hired as director of responsible investing.
by FA Staff
Stephanie Sammons is launching an advisory firm to serve women and the LGBT community.
by FA Staff
Three Palm Beach Gardens-area advisors have joined Raymond James.
by FA Staff
Aurum Wealth and Reghetti Moore Wealth Advisors have merged.
by FA Staff
Kenneth Demps, Robert Dennis and Jay McKenzie have joined Ameriprise from Merrill Lynch.
by FA Staff
Melissa A. Socci is appointed to new marketing position as part of ongoing expansion.
by FA Staff
Thomas Burger and Jeanne Hagar are joining as The Hamilton Group.
by FA Staff
The firm has hired a new partner and created an advisory board.
by FA Staff
Scott Seese will assume the vacant CIO post on July 10.
by FA Staff
Man Group has appointed two people to responsible investing positions.
by FA Staff
The hiring is part of Capital Management Groups continuing expansion plans.
by FA Staff
C. Kemper Wharton and M. Todd Oney have joined Raymond James & Associates.
by FA Staff
The firm was formerly with Morgan Stanley.
