On The Move

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Angeles Wealth Promotes CFP To Partner

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Chloe Wohlforth's father, a bond trader, was one of the victims of the 9/11 terrorist attack.

New Haven Team Joins Cetera Advisor Networks With $250M AUM

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Wooster Square serves families, business owners and legal, medical and higher education professionals.

FLX Networks Names Industry Vets To Advisory Board

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Kimberly Beck and Brett Wright were named to the financial technology company's advisory body.

Solomon Names Director Of New Tech Group

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Joseph Watson will head the advisory firm's technology investing group.

First Tech Names New President Of Addison Avenue

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Kelly Corah joined First Tech 25 years ago.

LPL Names New EVP Of Independent Advisor Services

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Julian Lopez is an industry veteran who has more than 20 years of experience.

TIAA Taps New Head Of Wealth Management Distribution

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Tara Latini most recently served as HSBC head of wealth and personal banking in the U.S.

Garner Group Financial Joins Grove Point Financial

by FA Staff

The move is part of Garner Group's succession planning.

Former Voya Team Managing $225M Joins LPL Platforms

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Legacy partners Cris Iron and Eddie Fernandez founded the practice in 1995.

Transamerica Financial Advisors Names New President

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Steve Chipman is an industry veteran with more than 25 years of advisory experience.

Northern Trust Asset Management Names New President

by FA Staff

Daniel Gamba, who was previously with BlackRock, will be part of Northern Trusts management group.

$140M Multi-State Advisor Team Joins Raymond James Corporate RIA

by FA Staff

True Harvest Wealth Management formerly served clients for Country Capital Management.

Cadaret Grant Recruits Two Firms

by FA Staff

Marshall Wealth Management Group and Cypress Private Wealth joined the Atria Wealth Solutions firm.

Savant Brings In M&A Head From Mather Group To Accelerate Growth

by FA Staff

The Rockford, Ill.-based RIA intends to grow its business three to five times over the next five years.

Army Veteran With $180M AUM Joins LPL Platforms

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Jonathan Blakelock and his six-member support staff were formerly with Ameriprise.

$107M AUM Advisor Team Joins Boulder, Colo., Raymond James Affiliate

by FA Staff

The duo of Jens Fonnesbeck and Christopher Doll join First Investments & Planning from U.S. Bancorp.

Atria Makes Executive Changes

by FA Staff

Kevin Mummau and Brian Bichler are new heads of the Financial Institution channel.

N.J. Advisor Trio Join RJFS Indie Channel With $435M AUM

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Anchor Financial will operate in Linwood, N.J.

Campbell Leaves Merrill Lynch To Join Thrive

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Christy Campbell managed $112 million in advisory assets at Merrill.

Dynasty Financial Partners With Boulevard Insurance

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The addition will expand insurance services to ultra-high-net-worth clients, Dynasty said.

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