On The Move

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$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

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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.

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.

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