September 30, 2024
Elevation Point Nabs Ex-Dynasty Exec as COOCaitlin Douglas will oversee the optimization of the new RIA firm's growth and recruiting strategies.
September 24, 2024
Commonwealth Nabs Two Osaic Advisors, Spotlights Partners' GrowthAegis Consulting has added Mark O'Sickey and Paul Solorzano, who worked with nearly $600 million in client assets.
September 24, 2024
Mercer Appoints Chief People Officer Amid Rapid GrowthThe firm has tapped a McKinsey & Co. alum, Elizabeth Hioe, for its senior leadership team.
September 20, 2024
BofA Private Bank Nabs $2.7B Advisor From CitiAustin Koenen has joined Bank of America Private Bank's Atlanta office.
September 10, 2024
LPL Recruits HNW Advisor Duo From BofAPrivate client advisor John Duane and portfolio manager Gregory Giantsos intend to expand services to additional client segments.
September 10, 2024
Orion Taps CFO From Private Equity SpaceMark Mayo joins the wealth management technology platform provider after eight years with a drug testing company.
September 09, 2024
Association of African American Financial Advisors Names CEOSheena Gray says her leadership reflects a more progressive and inclusive future for wealth management.
September 04, 2024
Bluespring Wealth Partners Names New PresidentPradeep Jayaraman is a former business development leader at Focus Financial.
August 28, 2024
Top IAA Lobbyist to RetireNeil Simon will step down at year end, with Gail Bernstein, general counsel, adding public policy direction.
August 22, 2024
Jamie Hopkins Named Chief Wealth Officer of WSFS BankThe former Carson Group executive will direct wealth business initiatives at Bryn Mawr Trust's parent company.