10/24/2025
He will be based in New York City, where he will play a lead role in serving ultra-high-net-worth and multi-national families, along with building Certuity’s institutional platform.
10/24/2025
He reported serving approximately $280 million in advisory, brokerage and retirement plan assets* and joins LPL from Raymond James.
10/24/2025
In this new role, Curtis will lead the investment platform serving Thryve’s wealth management business.
10/23/2025
Moore, who has served as interim CEO of the Financial Planning Association since February, succeeds Patrick Mahoney, who died earlier this year after a battle with cancer.
10/23/2025
He currently serves as Principal of Robbins Gupta Holdings, the exclusive family office for Tony Robbins and the Gupta family.
10/23/2025
John is also the founder and managing partner of Polymer Growth Partners, a consultancy specialising in wealth management technology.
10/23/2025
Bo Brustkern will look to further develop Esther's relationships with government partners, funders, and regulatory agencies.
10/23/2025
The firm decided to move from LPL to Cetera
10/22/2025
Crouch brings more than 20 years of real estate investment and portfolio management experience across equity and credit, with a focus on thematic, high conviction strategies across the capital structure.
10/22/2025
Additional talent investments underscore firm’s commitment to growth, innovation, and advisor support
10/22/2025
It deepens the RIAs OCIO capabilities with research-driven approach and global expertise
10/22/2025
His background and commitment to doing what’s best for clients is well-suited for our team, our culture and our clients.
10/21/2025
Former UBS executive and Wealthspire Trust CEO will guide the firm’s growth and operations, reinforcing its position as America’s premier advisor-friendly corporate trustee.
10/21/2025
Leadership Transition Reaffirms Wellington’s Commitment to Client Excellence
10/21/2025
New banker Alex Rohan joins as group co-head
10/20/2025
During his time at Goldman, Heath worked in the emerging markets equities team.
10/20/2025
New leaders deepen firm’s strategy as independents reshape Canada’s wealth landscape
10/17/2025
Firm welcomes Yannick Archambault as President, Private Wealth, and Abi Coman-Walker as COO building upon its foundation of leadership excellence and purposeful growth.
10/17/2025
Barron’s says it compiled the ranking based on “the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors’ practices.”
10/16/2025
Jennifer Votano and Evelyn Pepe bring decades of experience advocating for women advisors and clients