09/25/2026
Hiscox hires Liberty Mutual veteran Paul Sanghera as US CFO
Sanghera brings more than 25 years of experience across specialty and commercial insurance.
People Moves
09/25/2026
Wedbush Welcomes Wealth Management Leader Jim McDermott as Managing Director, Investments in Chicago
He joins Wedbush from Osaic Wealth, following earlier roles at Wells Fargo Advisors, Oppenheimer & Co., Morgan Stanley, and Prudential Financial.
09/25/2026
Raymond James Attracts Two Teams Totaling $1.75B
Two teams are joining the firm's employee and independent channels.
09/24/2026
Boaz Lahovitsky Joins Broadridge as President of Wealth Management
Senior wealth management executive to lead the next phase of growth, innovation, and transformation for Broadridge’s award-winning wealth business
09/24/2026
Apex Group appoints Jørgen Ouaknine as Global Head of Digital Markets Infrastructure & Wealth Distribution
He will also support the continued expansion of Apex Group’s capabilities across digital assets, tokenization and fund distribution.
09/24/2026
Wedbush Welcomes Wealth Management Leader Jim McDermott as Managing Director, Investments in Chicago
He joins Wedbush from Osaic Wealth, following earlier roles at Wells Fargo Advisors, Oppenheimer & Co., Morgan Stanley, and Prudential Financial.
09/24/2026
Callan Family Office Appoints Chuck Moore as Director of Data Solutions & Reporting
The appointment strengthens Callan Family Office's data infrastructure and reporting capabilities, reinforcing the firm's commitment to delivering sophisticated, technology-driven solutions for ultra-high-net-worth families.
09/23/2026
Capital Financial Partners Welcomes Michael Alessi Jr. as Senior Wealth Management Advisor and Retirement Plan Consultant
In his new role, Michael will work directly with clients on comprehensive financial planning and investment strategy
09/22/2026
Hightower Announces Leadership Appointments to Support Next Phase of Growth
He will officially join the firm in mid-Q4 2026.
09/22/2026
Mercer Advisors Appoints Cynthia Loh as Chief Platform Officer
Former Goldman Sachs and Charles Schwab executive brings deep platform and technology expertise to scale firm's integrated advice model
09/22/2026
$33B Merit President Mayhue to Take CEO Role as Founder Kent Becomes Executive Chair
With the move, Kay Lynn Mayhue will take the reins of full management while Rick Kent focuses on organic growth, strategy and culture.
09/21/2026
Alexander E. Anderson Announced As A Senior Vice President, Private Banker of Cambridge Trust Private Banking, A Division of Eastern Bank
Mr. Anderson brings more than 15 years of experience in business development, strategic advisory services and family office management
09/21/2026
Concurrent Expands in Houston, Tops $23B in Assets
The team has left Raymond James to bring $425 million in AUM to Concurrent’s 1099 affiliation platform, which now oversees more than $23 billion in client assets.
09/18/2026
Alexander E. Anderson Announced As A Senior Vice President, Private Banker of Cambridge Trust Private Banking
In the community, he holds several advisory and volunteer roles with organizations including the Dream Center Foundation, World Relief and International Rescue Committee.
09/18/2026
Crescent Grove Advisors Elevates Andrew Krei to Chief Investment Officer
Founder, Managing Director, and Senior Client Advisor, Dave Keevins, MBA, Takes on Role as Chairman of the Crescent Grove Investment Committee
09/18/2026
JPMorgan asset and wealth management operations head Julie Harris to retire in 2027
Harris, who joined JPMorgan in 2017, also serves as the chief administrative officer of the AWM arm.
09/18/2026
Columbia Bank Names Chris Orr to Lead Trust Sales and Strategic Partnerships for Columbia Private Trust
Based in San Francisco, Orr will provide leadership across the full spectrum of growth and relationship-management initiatives serving Columbia Private Trust's institutional and retail client segments.
09/18/2026
Janus Henderson Affiliate Privacore Capital Names Industry Veteran Presutti as Head of U.S. Sales
Bill Presutti will focus on expanding access to Privacore’s differentiated alternative investment solutions for financial advisors
09/18/2026
Merit Financial Advisors Adds Nearly $900 Million Advisor Team Led by Tim Brennan, Expanding Chicagoland Presence
Merit acquires veteran Commonwealth advisor with Next-Generation team and plans to accelerate growth in Illinois and Wisconsin
09/18/2026
Merit Financial Adds Former Commonwealth Advisor Overseeing $888M
Veteran advisor Tim Brennan has split from his former Commonwealth advisory to join Merit, bringing $888M in assets and expansion plans for Illinois.