by FA Staff
Terri Kallsen previously served as executive vice president of investor services at Schwab.
by FA Staff
Henrik Christensen has joined the AlphaTrAI board of directors.
by
Joyce Blay
Albert Forkner will be responsible for overseeing all risk management and ensuring compliance.
by
Edward Hayes
Paul Brahim will serve as president-elect in 2024, ascending to the FPA presidency in 2025.
by
Joyce Blay
Maps Credit Union, overseeing $1.3B in assets, was founded in 1935 as an educators' credit union.
by FA Staff
Christopher Street serves the LGBTQ+ community and other clients nationwide.
by FA Staff
The move expands the firm's presence in Northeast Wisconsin.
by
Joyce Blay
Peter Zuleba is replacing Gordon Fowler Jr., who retired at the end of August.
by FA Staff
Carcio, Soifer and Svach are veterans of the financial industry.
by FA Staff
The move is part of Paragon's growth plans, the firm said.
by FA Staff
Comprehensive Financial, based in Burbank, Calif., joins Avantax from Independent Financial Group.
by FA Staff
Peoria, Ariz.-based Validus joins LPL's broker-dealer, RIA and custodial platforms.
by
Joyce Blay
Legacy founder and President Kevin Loyd got his start 22 years ago as a college intern.
by
Aisha S Gani
Even technology giants that once promised long-term flexibility have become stricter with their policies.
by
Miles Weiss, Lydia Beyoud
Three futures industry executives say the former N.J. governor's comeback attempt should be halted.
by
Tracey Longo
Independent Advisor Alliance's “junior advisor” program helped this advisor secure financing.
by FA Staff
Steve Boeckmann and David Wyzgowski have launched BW Wealth Management in Scottsdale.
by
Joyce Blay
Laura Korbel takes the leadership reins of a firm expanding in the Midwest and on the East Coast.
by FA Staff
Jean-Luc Dupont brings global cyber risk management to the job.
by
Joyce Blay
Craig Pirtle has spent more than 25 years in the financial services industry.
