On The Move

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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.

$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

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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.

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