On The Move

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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.

$300 Million Team Leaves Merrill Lynch To Join Raymond James

by FA Staff

Raymond James has announced a new team in Mt. Kisco, New York.

Athena Capital Advisors LLC Announces New Managing Partner

by FA Staff

Athena Capital Advisors LLC announced William F. McCalpin as managing partner, impact investments.

Susan Weiner Named Editor Of Advisor Magazine

by FA Staff

Weiner previously published a blog for the financial industry.

Strategic Insights Announces Acquisition of BrightScope

by FA Staff

Strategic Insights will buy BrightScope in for an undisclosed amount.

Bloomfield Hills Financial Acquires Michael Dallas Retirement Solutions

by FA Staff

Michael Dallas firm brings $103 million to Bloomfield Hills.

Andrew Dyson Joins Prudential

by FA Staff

Dyson will become CEO of an investment management firm for Prudential.

Joseph Velli Joins Lovell Minnick Partners

by FA Staff

The addition expands the senior advisory team to four.

Cumberland Trust Expands Dallas Office

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Daniel Naylor joins the Dallas office.

Allianz Investment Management Expands Executive Team

by FA Staff

Stephanie Thomes and Johan Grahn join Allianz.

T. Rowe Price Hires RIA Segment Chief

by

Michael Park is joining T. Rowe Price from Vanguard.

Parallel Advisors Adds Former Fidelity Director

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Parallel Advisors has hired a former Fidelity regional managing director as president and COO.

National Planning Holdings Adds 2 Executives

by FA Staff

National Planning Holdings has added Jay Vinson as senior vice president and Tim Munsie as vice president.

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