FS Investments has named a new EVP and head of distribution.
John James will become the new head of human resources at Vanguard.
Kelly Michel will become Envestnet Retirement Solutions' new chief marketing officer.
Voya announced several changes to its organization and leadership this week.
Two Westlake Village, Calif., RIAs have merged.
Raymond James has recruited two advisor groups each managing more than $300 million.
Artivest has hired a general counsel to advise on its alternatives offerings.
Alpine Trust & Investment Group in Rockford, Ill., will use a white-label version of PCS’s 401(k) platform to serve its workplace retirement plans...
F.L. Putnam Investment Management Company in Wellesley, Mass., has added an executive and a new financial advisor to its team. Albert J...
RMB Capital has announced the purchase of a tiny solo practice near its Denver headquarters.
Olsen will replace Mark Stadtlander as head of the $1.6 billion firm.
Raymond James has added a $220 million AUM advisor from Wells Fargo.
The b-d is attracting firms by providing compliance assistance for the DOL rule.
Six advisors form new firm with Wells Fargo.
Head Investment Partners services multigenerational affluent families.
Touchstone Advisors has completed the adoption of two U.S. equity mutual funds
He will be a managing director in the institutional sales and marketing group.