On The Move

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Peak Brokerage Services Becomes B-D For Texas Firm

by FA Staff

Peak Brokerage Services has been selected as the new broker-dealer for KFSG Wealth Management.

MassMutual Names Industry Veteran Head Of Community Responsibility

by FA Staff

Corporate social responsibility executive Dennis Duquette has been appointed head of community responsibility and president of the MassMutual Foundation.

Wealth Enhancement Group to Buy Chicago-Area Firm

by FA Staff

Lightyear Capital-owned Wealth Enhancement Group will buy CLA Financial Advisors.

Retirement Benefits Group Has Expanded To Hawaii

by FA Staff

Retirement Benefits Group, a financial advisory firm in San Diego, has expanded into Hawaii with a Honolulu advisory.

Walther Promoted At Allianz Life

by FA Staff

Walther will be head of distribution relationship management.

Raymond James Adds $288M Florida Team

by

Raymond James has added a four-person team based in Ponte Vedra Beach, Fla.

Diana Keary Joins Griffin Capital

by FA Staff

Keary will be vice president, head of marketing.

Maureen Thompson To Lead Public Policy For CFP Board

by

Thompson, founder of The Hastings Group, will be a vice president at the CFP Board starting Jan. 2.

U.S. Bank Tabs Kedia to Lead Wealth Management Services

by FA Staff

U.S. Bank has tapped a State Street and BNY Mellon vet to oversee its wealth management and securities services.

Wells Fargo Network Grows

by FA Staff

Four advisors set up independent practices with Wells Fargo Advisors Financial Network.

Fred Alger Expands Retirement Business

by FA Staff

Eric Seidman and Jeff Vigilante have been added to the defined contribution investment only channels.

PGIM Hires Bruce Phelps

by FA Staff

Phelps is a managing director and head of research at the Prudential company.

Michael Rose Joins Modera

by FA Staff

Rose will be an advisor in the Boston office.

Business Development Company To Change COOs

by

Coporate Capital Trust COO Steve Shackelford will resign at the end of the year, to be replaced by Chirag Bhavsar.

New Advisor Joins Modera

by FA Staff

Lisa Mallia is a financial advisor in the New Jersey office of Modera.

New Hire At Calamos Investments

by FA Staff

R. Matthew Freund joins Calamos Investments fixed income, credit and alternative products

Three Advisors Join Wells Fargo

by FA Staff

The three bring more than $500 million in client assets to Wells Fargo Advisors Financial Network.

Michael Gibney Joins Modera

by FA Staff

He has joined the Westwood, N.J., firm as a wealth manager.

Running Wealth Management Joins LPL

by FA Staff

A financial firm in Minnetonka, Minn., is now part of LPL Financial's platform.

Advisor Group Appoints Former UBS Exec To CEO Role

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Jamie Price will become the new CEO of Advisor Group's network of broker-dealers.

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