On The Move

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Texas Team Joins Rockefeller Global Family Office

by FA Staff

The Maxwell Group of Woodlands, Texas, is led by Managing Director Kyle Maxwell.

Advisor Firm Joins LPL Platform In Colorado

by FA Staff

Legacy Financial Advisors of Durango, Colo., aligned itself with the JFC Advisor Network.

Cambridge Debuts Digital Marketing Solution

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RetireTRAC is a comprehensive retirement preparedness and planning system that can also be used as a prospect conversion tool.

Financial Planning Standards Board Names New CEO

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Dante De Gori will fill the position starting Jan. 1.

Merrill Advisor Managing $230M AUM Joins LPL Employee Channel

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Chip Marcus Wealth Management is based in Boca Raton, Fla.

SageView Acquires Ill. Mother-Daughter Advisor Firm

by FA Staff

Lakeview Wealth Management manages $415 million in assets and is run entirely by women.

Stratos Brings Over $400M Advisor

by FA Staff

Kenneth Gimbel has joined the Ohio firm with $400 million, coming over from CIBC.

STP Investment Taps Industry Veteran As President

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Dan Houlihan joins STP from Northern Trust, where he led a team of more than 3,000 employees.

Impax Asset Management Adds Sustainable Economic Expertise

by FA Staff

Charles Donovan joins Impax as economic advisor.

Putnam Taps New Sustainability Strategy Chief

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Jacquelyn Vanderbrug is an industry veteran with three decades of experience.

Franklin Templeton Names SVP For U.S. Institutional Business

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Jamie Gordon is an industry veteran with 25 years of financial services experience.

Mercer Global Advisors Acquires Denver RIA

by FA Staff

Jordan Financial Strategies manages about $120 million in client assets.

JPMorgan Launches Namesake Active Growth ETF

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The fund aims to identify companies with growth potential that are underappreciated by the market.

Texas Capital Bank Names Head Of Private Wealth

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Bryan Kucholtz is an industry veteran with more than three decades of experience.

SagePoint Financial Adds Advisor Team

by FA Staff

Wealth Management Resource Group has joined Advisor Group through SagePoint Financial.

SVB Private Names Head Of Wealth Advisory West

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Tom Fickinger has three decades of industry experience, most recently at BNY Mellon Wealth Management.

Indie Illinois Advisor Managing $115M AUM Joins Raymond James

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Robert Diaz started his career in 2009 as a financial advisor with Waddell & Reed.

Arabella Advisors President Takes On CEO Duties

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Rick Cruz will also take a seat on the impact investing consultant's board of directors.

MissionSquare Taps New Lead Legal And Corporate Affairs

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Katherine Schulze has worked in both the public and private sector.

Summit Financial Expands Team In Lafayette, La.

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Summit Financial Wealth Advisors was founded in 2003.

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