On The Move

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Envestnet Co-Founder Bill Crager To Step Down As CEO

by FA Staff

Chairman James L. Fox will serve as interim CEO starting April 1, the company said.

Jamie Hopkins Appointed CEO Of Bryn Mawr Capital Management

by FA Staff

Hopkins joined the Pennsylvania private wealth group in October after exiting Carson Group.

Kestra PWS Adds First Oklahoma Location

by FA Staff

Buffalo Capital Management is led by Will Gungoll, who previously spent 16 years as an advisor at Edward Jones.

Edelman Financial Engines Names Megan Hanley Chief Marketing Officer

by FA Staff

She joins Edelman from private stocks marketplace Forge Global.

FPA Names New Practitioner Editor For Journal Of Financial Planning

by FA Staff

Lee Baker is the founder of Atlanta-based Apex Financial Services and past president of the FPA's Georgia chapter.

N.Y. Advisor Team With $200 AUM Joins LPL

by FA Staff

Mark Hills and Uri "Chip" Doolittle V of Manilius, N.Y., were previously with Osaic.

Truist Appoints New Head Of Wealth Management

by FA Staff

Brian Dowhower will be responsible for planning for UHNW, HNW and affluent clients.

$100M AUM N.C. Advisor Joins Raymond James From Edward Jones

by FA Staff

Advisor Sheridan O'Connor and office manager Sarah Richardson operate as the O'Connor Wealth Group of Durham, N.C.

RBC Hires Ex-UBS Veteran To Lead Texas South Complex

by FA Staff

Scott Skinner will oversee eight branch offices and 73 financial advisors with $13.2 billion in client assets.

LPL Adds N.Y.-Area Advisors With $130M AUM

by FA Staff

Oak Tree Financial Group has offices in Connecticut, New York and New Jersey.

$230M AUM N.Y. Advisor Joins LPL From Ameriprise

by FA Staff

Demetrios Paraskevopoulos of Mineola, N.Y. joined LPL to pivot his business towards a more entrepreneurial approach.

Ex-Boston Private Chief Launches PUREfi Wealth, Taps Dynasty As Partner

by

The new Boston RIA launched in October with plans to expand strategically in key markets, Dynasty said.

LPL Financial Hires New Compliance Officer

by FA Staff

Jim McHale joins LPL from Wells Fargo.

LaSalle St. Adds To Network Of Firms

by FA Staff

Horwitz & Associates is a multigenerational financial firm.

$170M AUM Advisor Joins Raymond James From Edward Jones

by FA Staff

Cole Wilson joins Stamford, Texas-based Raymond James Financial Services affiliate Decker Capital Partners.

Osaic Adds Advisory Teams

by FA Staff

The new recruits bring nearly $500 million in assets to Osaic and AmeriFlex.

Emigrant Partners Adds Three To Leadership In Expansion Bid

by FA Staff

Industry veterans Jason Ehrlich, Mark Bruno and Sam Grewal will focus on driving a new wave of growth for Emigrant.

LPL Adds Illinois-Based Ex-Wells Fargo Advisor Managing $230M

by FA Staff

Blake Mier, based in Bloomington, Ill., is joining LPL's broker-dealer, RIA and custodial platforms.

Cambridge Adds LPL, United Capital Veteran As SVP Of Strategic Acquisitions

by FA Staff

Dee Morgan will be responsible for public and private company acquisitions at Cambridge.

$140M AUM Fla. Advisor Joins Raymond James From UBS

by FA Staff

Brian Chappell has joined Raymond James Financial Services, the firm's independent advisor channel.

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