by
Joyce Blay
Financial advisors Lauren Salas and Jan Klein managed $154 million in client assets at Morgan Stanley.
by FA Staff
Cetera also announced that Adam Antoniades will continue to serve as CEO of Cetera Financial Group, the brokerage operation.
by
Edward Hayes
Stephanie Bruckner previously ran a consulting practice and managed a family office.
by
Joyce Blay
Mike Drennen was formerly with Hightower Advisors.
by
Joyce Blay
EncorEstate Plans, based in Seattle, provides estate planning software for advisors.
by
Joyce Blay
Clark Kendall is an industry veteran with over three decades of financial services experience.
by
Edward Hayes
Chris Raub will supervise enterprise risk management at Jackson Financial.
by
Edward Hayes
Crystal McClenthen was previously an executive with Northern Trust.
by
Joyce Blay
The eight new principals join 87 others personally invested in the firm.
by FA Staff
Sam Graham is named chairman.
by
Edward Hayes
The private investing firm prioritizes firms that are owned by women and minorities.
by FA Staff
He will be responsible for expanding the UHNW clientele.
by
Miles Weiss
His retirement was announced in tandem with a separate release stating that Nuveen had settled all litigation filed by Preston Hollow Community Capital.
by Karen DeMasters
Equius, from Novato, Calif., has more than $1 billion in assets.
by FA Staff
The Georgia firm is joining the RIA channel of Kestra.
by FA Staff
Perigon also announced an affiliation with wealth advisor Sheetal Bagde of Cognizant Wealth Advisors.
by FA Staff
Indianapolis firm prides itself on attracting young advisors.
by FA Staff
Affidare Private Wealth Management has joined the Kestra network of firms.
by
Joyce Blay
Chloe Wohlforth's father, a bond trader, was one of the victims of the 9/11 terrorist attack.
by
Joyce Blay
Wooster Square serves families, business owners and legal, medical and higher education professionals.
