On The Move

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NAILBA Board Names New DIrector

by FA Staff

Jason Lea of Brokers' Service Marketing Group will complete the final year of a vacated seat on the board of directors.

Cetera Adds Sports Firm To Its Network

by FA Staff

Cetera will provide broker-dealer and advisory services to Masters Private Client Group.

Two Independent Practices Join Wells Fargo Network

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Wells Fargo announced the addition of two independent financial practices to its Advisors Financial Network on Tuesday.

Raymond James Financial Recruits Two Morgan Stanley Advisors

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Two Fargo, N.D., independent financial advisors have joined Raymond James Financial Services, the firm announced on Tuesday.

Fidelity Charitable Adds Two West Coast VPs

by FA Staff

Boston-based Fidelity Charitable promoted one and hired two new vice presidents.

Rooney Elected To FSI Board

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John Rooney, San Diego managing principal of Commonwealth Financial Network, has been elected to the board of the Financial Services Institute.

Mulholland Retires From UBS Advisor Unit

by FA Staff

Brian Hull will now oversee UBS's 7,000 advisors in the U.S. and Canada.

Beacon Pointe Adds Director

by FA Staff

Paul Salerno has joined Beacon Pointe as director of strategic and financial planning.

Envestnet Expands Practice Management Team

by FA Staff

Envestment hires Matthew McGinness and Jay Hummel.

Cook Joins Sage Private Wealth Group

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Roy E. Cook Jr. will join the offices of Sage Private Wealth Group in Wheaton, Ill.

Nelson Joins AIG From Fidelity, Wachovia

by FA Staff

Brian Nelson will join AIG Advisor Group as senior vice president of acquisition strategy and recruiting.

Raymond James Expands Into San Rafael Office

by FA Staff

Raymond James & Associates is opening a new branch in San Rafael, Calif., to be staffed by Morgan Stanley veterans.

Raymond James Names Head Of Strategy And Consulting

by FA Staff

Tim Killgoar will become vice president, director of strategy and consulting at the Financial Institutions Division of Raymond James.

Poon Named Director of Philanthropy

by FA Staff

Susanna Poon will direct philanthropic services for member of BMO Financial Group.

Newfleet Adds Position

by FA Staff

Edwin Tai joins Newfleet as portfolio manager and analyst.

Mark Kenyon Joins Baird

by FA Staff

Baird adds new hire.

Wells Fargo Adds New Team Of Advisors

by FA Staff

North Point Wealth Advisors has joined Wells Fargo Financial Network.

Rahul Merchant Joins TIAA-CREF

by FA Staff

TIAA-CREF adds chief information officer.

WealthPlan Partners Created

by FA Staff

New RIA is recruiting other advisors.

Voya Adds Retirement CEO

by FA Staff

Charles P. Nelson joins Voya Financial as retirement CEO.

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