by FA Staff
Socratic Wealth is partnering with Independent Advisor Alliance.
by FA Staff
Kevin Small was previously with AXA Advisors.
by FA Staff
Bernie Breton was previously with Cetera Advisors.
by
Dan Jamieson
The three principals and staff will join Merrill in Chicago.
by FA Staff
S2K Financial has announced the hires of Brendan McLaughlin and Kurt Gunderson as regional vice presidents.
by FA Staff
The deal brings together two Chicago-area firms.
by FA Staff
Aysel Soltanli will return to her home in Azerbaijan to promote financial services as a career.
by FA Staff
NAB expands its U.S. sales team with the appointment.
by FA Staff
Ameriprise adds three Wells Fargo advisors managing nearly $300 million all told.
by FA Staff
Perkins will be head of government and policy affairs.
by FA Staff
Raymond James has added two Detroit-area financial advisors who manage $240M in client assets.
by FA Staff
Rochelle Zeidman will fill the new position.
by
Karen DeMasters
Britt Woods will be responsible for advisor recruiting and business consulting.
by FA Staff
The three advisors have almost $300 million in combined AUM.
by FA Staff
He will be head of institutional defined contribution for the Prudential Financial company.
by FA Staff
Kerry Smith will oversee talent managment for the organization.
by FA Staff
Kim is a portfolio manager and research analyst.
by FA Staff
Joe Abruzzo succeeds Marlon Young in the position.
by FA Staff
The new office will expand the firm’s presence in the Washington, D.C., area.
by FA Staff
The wealth management firm has $420 million in assets.
