On The Move

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$800M Arizona Team Joins LPL From Lincoln Financial

by FA Staff

Peoria, Ariz.-based Validus joins LPL's broker-dealer, RIA and custodial platforms.

Missouri Trio With $280M AUM Makes A Move To LPL Platform

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Legacy founder and President Kevin Loyd got his start 22 years ago as a college intern.

Wall Street Gets Tough On Return-To-Office Laggards

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Even technology giants that once promised long-term flexibility have become stricter with their policies.

Jon Corzine's Critics Want Him Banned From Futures Trading

by ,

Three futures industry executives say the former N.J. governor's comeback attempt should be halted.

How A Young Advisor Bought Out A Practice

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Independent Advisor Alliance's “junior advisor” program helped this advisor secure financing.

LPL Adds Arizona Duo With $350M In Assets To Its Platform

by FA Staff

Steve Boeckmann and David Wyzgowski have launched BW Wealth Management in Scottsdale.

F2 Strategy Names New President

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Laura Korbel takes the leadership reins of a firm expanding in the Midwest and on the East Coast.

Kestra Holdings Hires Cybersecurity Officer

by FA Staff

Jean-Luc Dupont brings global cyber risk management to the job.

KKR Beefs Up Climate Investment Team

by FA Staff

The firm has made new appointments designed to expand its environmental efforts.

Wedbush Taps New Head Of Business Development

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Craig Pirtle has spent more than 25 years in the financial services industry.

Longtime Advisor Rejoins LPL Financial

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Financial advisor Dick Donahue operates Asset Advisors LLC in Ferndale, Wash.

Advisor Duo With $245M AUM Exits Wells Fargo To Join LPL's Linsco

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John Thornton and Jake McLean launched Capitum Wealth in Charlottesville, Va.

Private Equity Firm Warburg Names Jeffrey Perlman As President

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The succession plan moves Tim Geithner to the chairman role at the private equity firm.

Columbia Trust Company Appoints Calif., Nevada Leader

by FA Staff

Rob Pitois is the new regional trust manager.

Exec Rejoins LPL To Lead Business Development

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Jeremy Holly is returning to the company after two years at SageView Advisory Group.

Beyond Global Management Appoints Head Of Distribution

by FA Staff

Tim Stidham will oversee global sales and marketing.

Florida Financial Advisor Joins LPL Platform

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Buddy Favor managed about $115 million with AIG Retirement Services' broker-dealer.

USALLIANCE Federal Names CFO As Interim CEO

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Brett Wheeler is a former financial regulator.

Gordon Brothers Adds Veteran Advisor To Executive Team

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Peter B. York has more than three decades of experience in the financial industry.

Eric Woodraska Joins Helios As Client Portfolio Manager

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As an undergraduate, Woodraska got an early start working in the financial services industry.

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