06/03/2026
He will also work closely with nonprofit organizations, helping to align institutional missions with donor intent while supporting governance, planned giving, and fiscal stewardship initiatives.
06/02/2026
She reports to Market Executive Kellie Brady and Market Director Demie Kommatas.
06/02/2026
Ed Forst transitions to Executive Chairman of the Board as Lincoln Investment reinforces its governance framework and national growth initiatives for independent financial professionals.
06/01/2026
John Houlihan named Market Executive for the South Market
06/01/2026
Hercle, the leading institutional cross-border payments infrastructure company, today announced the appointment of Gabriele Zuliani as Chief Revenue Officer. Zuliani joins to drive commercial strategy and revenue growth as Hercle scales its network of 200
05/29/2026
He helps his clients manage transactions, credit, recapitalization and portfolio structure.
05/29/2026
Appointment reinforces Guardian's commitment to delivering a best-in-class client and advisor experience that supports long-term financial wellness
05/29/2026
Both will report to Chris Pielock, Head of Sales, North America.
05/29/2026
Susan Rimmer has been appointed senior executive vice-president and group head, commercial banking, and Eric Belanger has been appointed as senior executive vice-president and group head, wealth management.
05/29/2026
The New Hampshire-based group of 12 advisors and 24 employees moves to Raymond James ahead of an end-of-year client transition deadline for LPL’s Commonwealth advisors.
05/29/2026
The custodian also created a new position, head of RIA strategy, and appointed Kate Mapstone, a strategic advisor at Robinhood, to fill the role.
05/28/2026
He is particularly known for placing P&L, operations, commercial, product, technology, and digital leaders into high-impact transformational roles, as well as for helping clients build diverse, future-ready leadership teams in fast-evolving markets.
05/28/2026
Replaces the retiring Jim Suglia
05/28/2026
Appointment Supports Evolution of SEI’s Asset Management Strategy and Global Investment Platform
05/28/2026
Smith will work closely with individuals, families, and endowments on investment strategies and legacy planning tailored to their long-term objectives.
05/28/2026
Fetchen brings experience serving high-net-worth clients and a focus on delivering thoughtful, comprehensive financial planning.
05/27/2026
W. Ashely Allen retires after 30 years with company
05/27/2026
Mr. Duinstra brings more than three decades of experience across risk management, clearing and derivatives markets, including leadership roles at some of the world's largest and most systemically important financial institutions.
05/27/2026
Advisor specializing in serving police officers and other municipal workers joins Cetera's Summit community from Commonwealth, citing Summit's culture of personal service and leadership access
05/26/2026
Karl Justa joined the unit as Associate and banker, where he will contribute his 13 years of experience in the wealth management industry