On The Move

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DeAngelis Joins FS Investments As EVP

by FA Staff

FS Investments has named a new EVP and head of distribution.

Vanguard Appoints James as Head of HR, Managing Director

by FA Staff

John James will become the new head of human resources at Vanguard.

Michel Becomes Envestnet's Chief Marketing Officer

by FA Staff

Kelly Michel will become Envestnet Retirement Solutions' new chief marketing officer.

Voya Shuffles Executives, Annuities Business

by

Voya announced several changes to its organization and leadership this week.

California RIAs Merge To Create $320M Hybrid

by FA Staff

Two Westlake Village, Calif., RIAs have merged.

Raymond James Adds Two Boise Affiliates to B-D

by FA Staff

Raymond James has recruited two advisor groups each managing more than $300 million.

Artivest Hires Feigelson for Compliance, General Counsel Roles

by FA Staff

Artivest has hired a general counsel to advise on its alternatives offerings.

PCS White Lables 401(k) Platform For Illinois Firm

by FA Staff

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 Adds Tech Officer, Advisor

by FA Staff

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 Adds $60M Solo Practice

by FA Staff

RMB Capital has announced the purchase of a tiny solo practice near its Denver headquarters.

Jill Franks Joins Cirrus Wealth

by FA Staff

She will serve as chief financial officer.

Buck Olsen Named CEO Of Foster Group

by FA Staff

Olsen will replace Mark Stadtlander as head of the $1.6 billion firm.

Bossen Joins MainStay

by FA Staff

Bossen will be director of ETF business development.

Raymond James Adds $220 Million Wisconsin Firm

by FA Staff

Raymond James has added a $220 million AUM advisor from Wells Fargo.

Integrated Inc. Wealth Advisors Joins NPC

by FA Staff

The b-d is attracting firms by providing compliance assistance for the DOL rule.

$587 Million Encore Wealth Management Created

by FA Staff

Six advisors form new firm with Wells Fargo.

Head Investment Partners Joins Triad

by FA Staff

Head Investment Partners services multigenerational affluent families.

Touchstone Adds 2 U.S. Equity Mutual Funds

by

Touchstone Advisors has completed the adoption of two U.S. equity mutual funds

Eugene Duffy Joins Mesirow

by FA Staff

He will be a managing director in the institutional sales and marketing group.

Schroders Expands U.S. Team

by FA Staff

Three additions will add to fixed income business.

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