by FA Staff
Dallas-based Longhorn Wealth Management has joined Securties America, a La Vista, Neb.-based broker-dealer.
by FA Staff
Two others are promoted by the organization, which represents banking insurance and investment companies.
by FA Staff
Milwaukee-headquartered Baird has named a new branch manager of its Portland, Maine, wealth management office.
by FA Staff
TIAA-CREF has appointed Derek Dorn vice president of public policy and associate general counsel.
by FA Staff
CohnReznick has appointed Dean Nelson as a principal and the technology and digital advisory national director for the firm’s advisory practice.
by FA Staff
Denver-based liquid alternative investments firm 361 Capital has hired Alexandra Seifert as its senior vice president of marketing.
by FA Staff
Cleo Chang was named senior vice president and head of alternative investments for American Century Investments.
by FA Staff
New firm brings $225 million to the Triad network.
by FA Staff
Ten new people, including five executives, have joined Focus Financial.
by FA Staff
John Farmakis joins the small business, retirement plan specialist firm.
by FA Staff
Second Half Strategies has announced its affiliation with the Independent Advisor Alliance.
by FA Staff
The growth of Standard increases the LPL network.
by FA Staff
Miracle Mile Advisors, a Los Angeles-based independent advisory firm, has added Scott Mullen as a partner and managing director.
by FA Staff
J.M. Group, a three-person advising and portfolio management team, has joined its New York City office in Rockefeller Center from Morgan Stanley.
by FA Staff
Randy Schritchfield joins Securities America.
by FA Staff
Commonwealth Financial Network announced the addition of Manalapan, N.J.-based King Financial Network.
by PW Staff
Ballentine Partners, a Boston-based independent investment and wealth management firm, is expanding into Florida with a new office located in Palm Beach Gardens, the company announced on Thursday.
by FA Staff
Faubourg Private Wealth Advisors, a new independent financial advisory firm in Metairie, La., has joined LPL Financial’s broker-dealer platform
by FA Staff
Scott D. Welch will serve as the firm's chief investment officer.
by FA Staff
Kirstin Hill will head the firm's Retirement Investment & Income team.
