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On The Move

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Putnam Taps New Sustainability Strategy Chief

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Jacquelyn Vanderbrug is an industry veteran with three decades of experience.

Franklin Templeton Names SVP For U.S. Institutional Business

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Jamie Gordon is an industry veteran with 25 years of financial services experience.

Mercer Global Advisors Acquires Denver RIA

by FA Staff

Jordan Financial Strategies manages about $120 million in client assets.

JPMorgan Launches Namesake Active Growth ETF

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The fund aims to identify companies with growth potential that are underappreciated by the market.

Texas Capital Bank Names Head Of Private Wealth

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Bryan Kucholtz is an industry veteran with more than three decades of experience.

SagePoint Financial Adds Advisor Team

by FA Staff

Wealth Management Resource Group has joined Advisor Group through SagePoint Financial.

SVB Private Names Head Of Wealth Advisory West

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Tom Fickinger has three decades of industry experience, most recently at BNY Mellon Wealth Management.

Indie Illinois Advisor Managing $115M AUM Joins Raymond James

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Robert Diaz started his career in 2009 as a financial advisor with Waddell & Reed.

Arabella Advisors President Takes On CEO Duties

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Rick Cruz will also take a seat on the impact investing consultant's board of directors.

MissionSquare Taps New Lead Legal And Corporate Affairs

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Katherine Schulze has worked in both the public and private sector.

Summit Financial Expands Team In Lafayette, La.

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Summit Financial Wealth Advisors was founded in 2003.

Security Benefit Taps New Chief Operating Officer

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Jacquline Morales said that in her new role, she will focus on digital, data, security, and service.

John Traynor To Lead Cambridge Trust Wealth Management Team In Conn.

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Traynor is an industry veteran with more than three decades of experience.

L.A. Advisor With $110M AUM Joins LPL From Ameriprise

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Financial advisor Eddie Chan has three decades of experience.

Crewe Taps Former JPMorgan Advisor As Partner

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Ryan Schlappi joins Crewe Advisors from JPMorgan, where he worked since 2008.

Crewe Advisors Names Partner/Advisor

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Nick Perry has 15 years of experience managing portfolios for HNW and UHNW clients.

Indiana Advisor With $213M AUM Goes Independent With RJFS

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Israel began his career with Merrill Lynch in 2004.

IQ-EQ Names Global Head Of Securitization And Private Debt

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Stefan Rolf most recently worked at ING Wholesale Banking in Germany.

Industry Veteran Exits JPMorgan Chase To Join BNY Mellon

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Josh Lavender has extensive experience navigating the institutional marketplace.

Arkansas Advisor With $195M AUM Joins RayJay Indie Channel

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Fred Fryer and his team were formerly with Edward Jones.

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