On The Move

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Argent Financial Expands Presence In Southeast U.S.

by FA Staff

With the acquisition of TMI Holdings, Argent will have more than $65 billion in client assets.

LPL Hires Advisor AI Specialist Away From Merrill Lynch

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In his previous roles, Vivek Pappu launched a suite of AI-infused advisor tools.

Advisor Distaff Duo Join Femme-Friendly Ameriprise

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Financial advisors Lauren Salas and Jan Klein managed $154 million in client assets at Morgan Stanley.

Genstar Names Ex-Fidelity Custody Chief Mike Durbin As Cetera Holdings CEO

by FA Staff

Cetera also announced that Adam Antoniades will continue to serve as CEO of Cetera Financial Group, the brokerage operation.

F.L. Putnam Adds Director To Expand UHNW Business

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Stephanie Bruckner previously ran a consulting practice and managed a family office.

Fairport Wealth Names New Chief Wealth Officer

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Mike Drennen was formerly with Hightower Advisors.

Riskalyze Co-Founder Matt Pistone Moves To Estate Planning Software Company

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EncorEstate Plans, based in Seattle, provides estate planning software for advisors.

Kendall Capital CEO Joins NAPFA Public Policy Committee

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Clark Kendall is an industry veteran with over three decades of financial services experience.

Jackson Names New Chief Risk Officer

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Chris Raub will supervise enterprise risk management at Jackson Financial.

RBC Global Hires Institutional Products Chief

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Crystal McClenthen was previously an executive with Northern Trust.

Colony Group Names Eight New Principals And Promotes Three

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The eight new principals join 87 others personally invested in the firm.

William Crawford Joins Board At Diversified Trust

by FA Staff

Sam Graham is named chairman.

Copia Group Hires CFO, Compliance Officer

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The private investing firm prioritizes firms that are owned by women and minorities.

Josh Gully Named Managing Director At NewEdge

by FA Staff

He will be responsible for expanding the UHNW clientele.

Nuveen's John Miller To Retire As Head Of Firm's Municipals Business

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His retirement was announced in tandem with a separate release stating that Nuveen had settled all litigation filed by Preston Hollow Community Capital.

Wealth Enhancement Group Acquires Equius Partners

by Karen DeMasters

Equius, from Novato, Calif., has more than $1 billion in assets.

Kestra Private Wealth Services Draws Inspired Wealth Planning To Its Platform

by FA Staff

The Georgia firm is joining the RIA channel of Kestra.

Perigon Wealth Acquires Stakeholders Capital

by FA Staff

Perigon also announced an affiliation with wealth advisor Sheetal Bagde of Cognizant Wealth Advisors.

Kestra Private Wealth Services Increases Its Detroit-Area Footprint

by FA Staff

Affidare Private Wealth Management has joined the Kestra network of firms.

Next Gen Advisor Joins Sanctuary Wealth

by FA Staff

Indianapolis firm prides itself on attracting young advisors.

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