July 31, 2024
Focus Financial Taps New Head of DevelopmentTravis Danysh is now tasked with leading all corporate development activities at Focus, including M&A.
July 17, 2024
Ex-Schwab Exec Named CFP Board Chair-ElectTerri Kallsen, senior operating partner at Rise Growth Partners, will lead the standards-setting organization in 2026.
July 17, 2024
World Investment Advisors Acquires $3.5B Wealth FirmThe firm formerly known as Pensionmark is adding 76 staffers and 15 offices across the Northeast and Ohio.
July 12, 2024
Shannon Spotswood Steps Into CEO Role at RFG AdvisoryThe hybrid RIA platform's president takes over from Bobby White, who becomes executive chairman.
July 08, 2024
Salim Ramji Takes Helm as Vanguard CEO as Firm Faces CriticismThe former BlackRock executive will steer an industry leader facing complaints over customer service and new fees.
July 05, 2024
Focus Financial to Merge Two Wealth Shops in ChicagoThe combined firm is expected to manage over $24 billion in client assets.
July 02, 2024
Honoring Advisors Who Serve(d): Fourth of July, 2024In honor of Independence Day, we're highlighting stories of veterans in the advisory world, in their own words.
July 02, 2024
BNY Grabs Nuveen CEO as Its New Head of Wealth and InvestmentsJose Minaya will join in September, taking over from Hanneke Smits, who will retire.
June 27, 2024
Joe Duran's Rise Growth Recruits Two Senior ExecutivesThe recently launched RIA minority investment firm has new heads of marketing and investments.
June 27, 2024
Raymond James Nabs $1B Retirement Team From Morgan StanleyNick Takahashi leads a group of seven advisors set to focus on corporate executives, families and retirees.