August 23, 2021
LPL Exec Burt White to RetireWhite joined LPL in 2007 and is its managing director, Investor and Investment Solutions, and chief investment officer.
August 23, 2021
Jackson Nabs Fidelity's Compliance ChiefCarrie Chelko joins the annuity provider as an EVP and will become its compliance chief after the demerger with Prudential on Sept 13.
August 18, 2021
Consulting Firm FP Transitions Adds TD Ameritrade, FPA VeteransThe additions also include a former executive of E-Trade and Fidelity.
August 17, 2021
AIG Life & Retirement Names 2 New PresidentsBoth assumed their positions Monday and will continue to report to Todd Solash.
August 17, 2021
TD Ameritrade, FiComm Veteran Joins Carson GroupSamantha Allen has been named vice president of digital marketing, a new position at the firm.
August 12, 2021
Janney Adds 8 Advisors From Ameriprise, Raymond James, Wells Fargo, TruistSo far this year, the firm has added 45 advisors who collectively manage more than $8.6 billion, it says.
August 03, 2021
LPL Nabs JPMorgan Exec to Lead Advisor ServicesCorey Staten will lead the firm's Service Center, Technical Support Help Desk, New Advisor Care Team and related efforts.
July 30, 2021
Biden Picks Benefits Lawyer to Head Labor's EBSAIf confirmed, Gomez would join Labor as it works on its new fiduciary rule.
July 29, 2021
Wells Fargo Names New Head of Indie Advisor GroupJohn Tyers most recently was the chief growth officer for the fintech firm AdvisorEngine.
July 29, 2021
Dan Moisand Named CFP Board Chair-Elect for 2022Moisand will become chair of the CFP Board in 2023.