On The Move

[1]  1 2 3 4 5 6 7 8   [107]

MAI Adds $144M Cincinnati Team

by FA Staff

WaterStone Investment Council became MAI's 35th acquisition since 2018.

Florida Advisor With $100M AUM Joins Ameriprise Bank Channel

by FA Staff

Roberto Vargas joined Centennial Financial Services from J.P. Morgan Securities.

Megan Carpenter Named To Board Of Foundation For Financial Planning

by FA Staff

David Yeske is taking over as chair of the board of directors.

Miracle Mile Advisors Adds Seattle Office

by FA Staff

The addition is part of an aggressive growth plan, the Los Angeles-based firm said.

Private Advisor Group Adds Troy, Mich. Advisor

by FA Staff

Led by Robert Drake, Drake Financial Services manages approximately $100 million in client assets.

BYRT Joins Kestra Platform

by FA Staff

The move positions the Georgia firm to become an acquirer, Kestra said.

Kestra PWS Adds $134M South Georgia Team

by FA Staff

Waycross, Ga.-based BYRT Financial Advisors, led by managing partner Matthew Tuten, joins Kestra from Avantax

Matt Boersen Becomes Youngest-Ever CFP Board Chair

by FA Staff

Boersen, 35, is managing partner for Straight Path Wealth Management in Michigan.

Ex-JPMorgan Private Banker Who Ran $24B Forms Family Office Firm

by

After a yearlong hiatus, David Nolet has launched a full-service multifamily firm in Fort Worth.

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.

$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.

Truist Appoints New Head Of Wealth Management

by FA Staff

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

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.

[1]  1 2 3 4 5 6 7 8   [107]