by
Sridhar Natarajan
Pruzan departs after a 28-year run that included a six-year stint as chief financial officer.
by
Joyce Blay
Bundy Scanlan is an industry veteran with 30 years of experience in risk management and compliance.
by
Karen DeMasters
Kingswood Acquisition has acquired Wentworth Management Services to form a publicly traded company.
by FA Staff
Goldstein Advisors' deal with Bluespring Wealth will allow it to expand beyond its Wisconsin base.
by
Joyce Blay
Scott LoPresti founded the financial advice practice, which Dean DiPierro joined in 2016.
by
Joyce Blay
William Y. Yun is a former executive vice president of Fiduciary Trust International.
by FA Staff
Cassique Strategies of Charlotte, N.C., will serve the wealth management industry.
by FA Staff
Kiliaen v.R. Ludlow was most recently with Continuum Advisory.
by FA Staff
The appointment of Adam Turnquist is meant to boost LPL's research team's analysis.
by FA Staff
Twin River Wealth Management has $180 million in assets under management.
by
Karen DeMasters
The former LPL executive will play a key role in planning the growth of New York City-based Atria Wealth Solutions.
by FA Staff
The Maxwell Group of Woodlands, Texas, is led by Managing Director Kyle Maxwell.
by FA Staff
Legacy Financial Advisors of Durango, Colo., aligned itself with the JFC Advisor Network.
by
FA Staff
RetireTRAC is a comprehensive retirement preparedness and planning system that can also be used as a prospect conversion tool.
by
Joyce Blay
Dante De Gori will fill the position starting Jan. 1.
by
Joyce Blay
Chip Marcus Wealth Management is based in Boca Raton, Fla.
by FA Staff
Lakeview Wealth Management manages $415 million in assets and is run entirely by women.
by FA Staff
Kenneth Gimbel has joined the Ohio firm with $400 million, coming over from CIBC.
by
Joyce Blay
Dan Houlihan joins STP from Northern Trust, where he led a team of more than 3,000 employees.
by FA Staff
Charles Donovan joins Impax as economic advisor.
