Thrivent Advisor Network Names New Leader
By Janet LevauxCarolyn Armitage, CFP, has been an executive at Echelon Partners, LPL Financial and ING Advisors Network.
June 03, 2021
UBS Nabs $10.5B Advisor Team From J.P. Morgan Private BankThe six-person advisor team joins UBS Private Wealth Management in San Francisco.
May 27, 2021
Cresset Hires Former E-Trade RIA ExecThe RIA also added Matt Mongia to help it invest in growing advisory firms and asset management businesses.
May 26, 2021
Brother-Sister Duo Emerges From JPMorgan as 'Unconquered' Wealth TeamThe advisors, who managed $1 billion in assets, launched The Invictus Collective with Dynasty Financial Partners.
May 18, 2021
Dimon Succession Race Puts 2 Women Ahead of JPMorgan PackA recent leadership overhaul has pushed two women toward the front of the field: Marianne Lake and Jennifer Piepszak.
May 13, 2021
Atlanta RIA Homrich Berg Appoints New CFOJamie Hennessy will replace Tony Guinta at the end of May, the Atlanta-based RIA says.
May 13, 2021
New RBC Team in New Jersey Includes Ex-Mayor, Equine ExpertThe seven-person team joins RBC's Princeton office from UBS and includes a former mayor of Princeton Township.
May 11, 2021
2 Merrill Teams Dash to UBS in Northern CaliforniaThe new recruits include a three-person team managing $725M who join UBS' Roseville branch and a team in San Francisco.