Bill Good Marketing Names New CEO
By Janet LevauxCOO Franz Widmaier takes the baton from founder Bill Good, who remains chairman.
January 04, 2021
Morgan Stanley Team Goes Indie With Raymond JamesThe group includes four advisors, three of whom have more than 20 years in the business; it is based in Franklin, Tennessee.
December 17, 2020
Baird Amps Up Its Push for Advisor Talent, From Within and WithoutTwo Baird leaders talk to ThinkAdvisor about integrating Hilliard Lyons advisors, recruiting during the pandemic and efforts to boost diversity.
December 02, 2020
Goldman Names Two Execs to Lead Private Wealth ManagementMeena Flynn leads the global Markets Solutions Group, while John Mallory is head of Americas Private Wealth Management.
November 25, 2020
Former TD Ameritrade Exec Won't Return to FordVijay Sankaran, who spent the past seven years leading technology at TD Ameritrade, won't be rejoining his former employer after all.
November 23, 2020
LPL Nabs $1B Securities America TeamThe news comes one week after SagePoint, another Advisor Group broker-dealer, recruited a $503 million group from LPL Financial.
November 18, 2020
'RJ' Moore Is Back in LPL OrbitMoore, a former president of LPL and ex-Cetera CEO, is now the chief of LPL's biggest affiliated RIA.
November 17, 2020
Advisor Group Recruits $503M LPL TeamVeater Financial Group and its four advisors are now part of SagePoint Financial in Fresno, California.