On The Move

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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

by

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.

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

by

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.

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