On The Move

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LPL Adds Two Tech Execs from BofA and Merrill Lynch To Leadership Team

by FA Staff

Cory Triolo and Tim Checko will join the firm's investor and investment solutions leadership team.

Two Teams Join LPL's Employee Channel With $275M Combined AUM

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The firms operate out of Texas and Florida.

Transamerica Adds 2 Directors To Retirement Plan Team

by FA Staff

Scott Adams and Elizabeth Moye both join the company as directors, institutional markets for workplace retirement plans.

Edward Jones Advisor Managing $150M AUM Switches To Ameriprise

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Russell Smith serves a high-net-worth clientele.

Wealthspire Advisors Taps Jandy Rowe To Head Client Services

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Rowe got her start in client services when she joined Wipfli in 2001.

New CEO Names For Bloomberg Index Services

by FA Staff

Dave Gedeon will replace Currnt CEO Steve Berkley, who is retiring in March.

Wealthcare Advisory Partners Buys $100 Million RIA

by FA Staff

Sommers cited Wealthcare's proprietary technology and support services as reasons for the deal.

New FPA President Says Title Protection Is Top Priority

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"Financial planning is a noble profession worthy of recognition and legal protection,” FPA President James Lee said.

Daniel Moisand Begins 2023 Term As CFP Board Chair

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Moisand succeeds Kamila Elliott, the first African-American to serve in the role.

Morgan Stanley's Jon Pruzan, Onetime CEO Candidate, Exits Firm

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Pruzan departs after a 28-year run that included a six-year stint as chief financial officer.

iCapital Names Cambridge Prez Agnes Bundy Scanlan To Board Of Directors

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Bundy Scanlan is an industry veteran with 30 years of experience in risk management and compliance.

Larry Roth Named Executive Chairman Of New Public Company

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Kingswood Acquisition has acquired Wentworth Management Services to form a publicly traded company.

Kestra Subsidiary Acquires Goldstein Advisors

by FA Staff

Goldstein Advisors' deal with Bluespring Wealth will allow it to expand beyond its Wisconsin base.

Advisor Duo With $500M AUM Join Lincoln Financial Network

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Scott LoPresti founded the financial advice practice, which Dean DiPierro joined in 2016.

Franklin Templeton's Fiduciary Trust International Adds Senior Advisor

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William Y. Yun is a former executive vice president of Fiduciary Trust International.

Former LPL Executive Launches Financial Industry Consulting Firm

by FA Staff

Cassique Strategies of Charlotte, N.C., will serve the wealth management industry.

Arden Trust Hires New COO

by FA Staff

Kiliaen v.R. Ludlow was most recently with Continuum Advisory.

LPL Hires Chief Technical Strategist Turnquist

by FA Staff

The appointment of Adam Turnquist is meant to boost LPL's research team's analysis.

Twin River Wealth Management Joins Prospera

by FA Staff

Twin River Wealth Management has $180 million in assets under management.

William Morrissey Takes On Leadership Role At Atria

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The former LPL executive will play a key role in planning the growth of New York City-based Atria Wealth Solutions.

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