August 16, 2022
BofA, Wells Fargo Veterans Launch RIAMembers of the new Fidelis Capital team members previously managed a total of $6 billion in client assets.
August 12, 2022
Vanguard Nabs Top Fidelity, JPMorgan ResearchersAndy Reed and Fiona Greig focus on investor behavior and household finance, respectively; they join Vanguard's Investment Strategy Group.
August 10, 2022
LPL Nabs Wells Fargo ExecKatelyn Shackleton has joined the broker-dealer as executive vice president, Corporate Strategy and New Ventures,
July 25, 2022
Former LPL Strategist Ryan Detrick Joins Carson GroupDetrick left LPL Financial in June.
July 15, 2022
LPL Taps Former BNY Mellon, Merrill Exec for Banking RoleBill Sappington will focus on new banking and lending services for LPL Financial's affiliated advisors and their clients.
July 01, 2022
Chief Market Strategist Ryan Detrick Leaves LPL"I'm just not meant to be institutional," Detrick said on LinkedIn.
June 29, 2022
First Republic's Erkan Named Greystone CEOHafize Gaye Erkan joins the commercial-property lender as it expands into wealth management and private banking.
June 22, 2022
Alex. Brown Chief to Leave Raymond JamesHaig Ariyan came on board when Deutsche Bank's U.S. Private Client Business was bought by Raymond James in 2016.
May 09, 2022
Advisor Group Hires 2 New LeadersThe firm added Dimple Shah from Cielo Advisor and Iryna Northrip from Mariner Wealth Advisors.
April 25, 2022
LPL Picks Up Merrill Exec, Shuffles LeadershipLPL has named new leaders to the groups formerly led by Burt White and Andy Kalbaugh.