03/03/2026
Women-Led Financial Planning Department Joins Osaic from Commonwealth
Led by financial advisor Heather Hackett, team brings $352 million in client assets to Osaic’s wealth management platform
03/03/2026
Led by financial advisor Heather Hackett, team brings $352 million in client assets to Osaic’s wealth management platform
03/02/2026
The race for advisors who understand the complexity is on
02/27/2026
Prior to this, he spent six years as a portfolio manager and five years as an analyst at the firm.
02/27/2026
The appointment reflects Kueski’s continued focus on strengthening core platform capabilities as it scales one of the most widely used digital financial ecosystems in Mexico.
02/27/2026
Jennifer's 2026 recognition marks her second year on the list.
02/27/2026
Michael and Beth both joined Suntera Global through the acquisition of Socium in 2022, which they co-founded, and were both formerly Joint Managing Directors of Suntera Fund Services in the US.
02/26/2026
After 14 years at Franklin Templeton, Murphy will lead sales initiatives for the iJoin fintech platform.
02/26/2026
The appointment underscores WIM’s continued focus on expanding its independent capabilities and building momentum across its multi‑channel wealth model.
02/26/2026
“His leadership across multiple areas of the bank reflects the breadth of his experience and his commitment to developing people and serving our communities.”
02/26/2026
Devine joins from Alliant Credit Union, where he served as president and CEO for four years.
02/25/2026
"These promotions reflect the leadership our clients already experience from Dina and Brian and further strengthen the depth and continuity of our team,” said Fairway President Mark Weiskind.
02/25/2026
In his new role, he will focus on building upon Baker Street’s 20-plus-year tradition of excellence in delivering objective, thoughtful advice to more than 500 financially sophisticated families and endowments.
02/25/2026
These appointments reflect the firm's continued growth and commitment to developing exceptional leaders who embody Ballentine Partners' client-first philosophy and collaborative culture.
02/25/2026
Former Robb Report, Porsche & Aston Martin executive to oversee global marketing strategy
02/24/2026
Proven innovator to lead front-to-back capital markets transformation across traditional and digital ecosystems
02/24/2026
Dennis brings to Wells Fargo more than 20 years of financial services experience
02/24/2026
Aspen takes an individualized approach to working with RIAs
02/23/2026
Salameh will lead the New Jersey and Philadelphia markets, while Walters will oversee the San Diego market.
02/23/2026
With an outstanding track record of advising on the most sophisticated and transformative transactions, partners bring many complementary strands to our corporate ambitions in New York and globally.
02/23/2026
Wealth Management Data Infrastructure Leader Adds Veteran Orion Executive to Drive Operational Excellence and Client Success