On The Move

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Choreo Acquires BDO USA Wealth Management Practice

by FA Staff

BDO's $8.1 billion in client assets brings Choreo to a total of $23.2 billion in assets under advisement or management.

Should Clients Know Their Advisor's Net Worth?

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Advisors agree that they should be open with their clients about their personal finances.

Eaglebrook Signs With Digital Asset Custodian

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The Miami-based firm signed a deal with custodian Anchorage Digital.

NewEdge Advisors Recruits Jacksonville, Fla., Firm

by FA Staff

Riverside Wealth Partners is led by Bill Laird.

Kestra Private Wealth Expands In Utah With $200M Firm Catalyst

by FA Staff

Catalyst Retirement Solutions joins the Kestra Private Wealth Services network.

$200M AUM California Solo Practitioner Joins LPL's Employee Advisor Channel

by FA Staff

Tyler B. Powell of Santa Barbara, Calif. has joined Linsco by LPL Financial.

CFP Board Names Director Of Research

by FA Staff

Kevin Roth previously led research operations for the Association for Financial Professionals.

SageView Expands Wealth Management With New Hires

by FA Staff

Matt Cosgriff and Sophie Benander join the SageView team, the firm announced.

Former Cardiologist Joins NewEdge As Managing Director

by FA Staff

The addition is part of the ongoing expansion by the firm.

Rise Growth Partners Tabs Former Wealth Enhancement COO As Partner

by FA Staff

Terri Kallsen previously served as executive vice president of investor services at Schwab.

Wealth Management Technology Company Adds Robotics Expert To Board

by FA Staff

Henrik Christensen has joined the AlphaTrAI board of directors.

Former Wyoming Banking Commissioner Joins Two Ocean Trust

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Albert Forkner will be responsible for overseeing all risk management and ensuring compliance.

FPA Board Names 2024 President-Elect, Other Leaders

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Paul Brahim will serve as president-elect in 2024, ascending to the FPA presidency in 2025.

Credit Union Transfers $185M AUM Investment Program To Ameriprise

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Maps Credit Union, overseeing $1.3B in assets, was founded in 1935 as an educators' credit union.

Bluespring Wealth Partners Acquires Christopher Street Financial

by FA Staff

Christopher Street serves the LGBTQ+ community and other clients nationwide.

Johnson Financial Group To Acquire $210 AUM Appleton Group In Wis.

by FA Staff

The move expands the firm's presence in Northeast Wisconsin.

Glenmede President Will Also Serve As CEO

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Peter Zuleba is replacing Gordon Fowler Jr., who retired at the end of August.

Allspring Expands Distribution Team

by FA Staff

Carcio, Soifer and Svach are veterans of the financial industry.

Paragon Financial Joins Commonwealth From LPL

by FA Staff

The move is part of Paragon's growth plans, the firm said.

Avantax Welcomes $230M AUM Southern California Team

by FA Staff

Comprehensive Financial, based in Burbank, Calif., joins Avantax from Independent Financial Group.

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