April 26, 2024
Cetera Names New Head of Corporate DevelopmentMichael Molnar joined the firm last year via its acquisition of Avantax.
April 24, 2024
Carson Group Names New CFO From OrionDaniel Applegarth is one of a number of leaders added since Burt White replaced Ron Carson as CEO.
April 23, 2024
Advisor360 Taps Former MassMutual Exec as CEOMike Fanning takes the helm from Richard Napolitano, who will retire May 1.
April 02, 2024
Hightower Taps Gurinder Ahluwalia as PresidentThe RIA has also named Michael DiBiasio, a former managing director at Morgan Stanley, as its COO.
March 22, 2024
Dani Fava Is Leaving EnvestnetShe is moving to "a company well-placed to capitalize on emerging industry trends," she said on LinkedIn.
March 20, 2024
Caprock Scoops Up $2.2B Boutique Advisory ShopThe deal with the Chicago firm brings the RIA's assets under advisement to more than $11 billion.
March 19, 2024
Raymond James Taps Next CEOCFO Paul Shoukry was immediately named president and will become CEO in fiscal 2025.
March 04, 2024
LPL Chief Product Officer to Step Down Amid 'Organizational Realignment'Kabir Sethi will depart the company at the end of March, according to a regulatory filing.
February 29, 2024
SEIA Names New Director of Estate and Tax PlanningApril Rosenberry will be responsible for elevating the client experience and expanding support resources for advisors.
February 26, 2024
Goldman Promotes Meena Flynn to Co-Lead UHNW PushOverall, the firm wants to boost its private wealth-management results and become less reliant on volatile trading revenue.