Joyce Blay

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Summit Takes Minority Stake in $450M AUM Kandor Global

by FA Staff

Kandor Global is Summit Growth Partner's 13th investment partner, and its first serving an international clientele.

Navy Veteran Joins LPL Employee Advisor Model With $90M AUM

by FA Staff

LPL employee advisors retain ownership of their client relationships and have brand autonomy.

Jeff Kilburg Joins Sanctuary Wealth As CIO, Portfolio Manager

by FA Staff

Kilburg will be responsible for growing and expanding Sanctuary's Investment Solutions group.

Creative Planning Acquires $320M AUM Castle Wealth

by FA Staff

Castle Wealth is Indiana's oldest fee-only financial advisor.

Lereah Financial Joins LPL From Wells Fargo With $400M In AUM

by FA Staff

Evan Lereah took over his family's business three years ago upon his father's retirement.

$400M AUM Merrill Team Partners With Sanctuary To Go Independent

by FA Staff

JDK is the seventh team to join the Sanctuary Wealth network in 2021.

Eldridge Capital Joins Golden State With $180M In AUM

by FA Staff

The Eldridge affiliation expands Golden State's footprint in Arizona.

N.J. Hybrid Brings $70M AUM To Integrated Platform

by FA Staff

Select Wealth Advisers is a hybrid firm expanding nationally.

Snowden Lane Adds $400M AUM Team To NYC International Practice

by FA Staff

The new advisors will join Snowden Lane's international team at its New York City offices.

Steward Partners Adds $500M Poljak Team From Morgan Stanley

by FA Staff

The eight-member team is Steward's first in Louisiana and is led by brothers Denis and Davor Poljak.

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