10/24/2025
LPL Financial Welcomes Gentle Family Wealth Partners
He reported serving approximately $280 million in advisory, brokerage and retirement plan assets* and joins LPL from Raymond James.
People Moves
10/24/2025
Thryve Wealth Management Appoints Randol W. Curtis as Co-Founder and Chief Investment Officer
In this new role, Curtis will lead the investment platform serving Thryve’s wealth management business.
10/23/2025
FPA Names Dennis Moore as CEO
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
Digi Power X Appoints Wealth Management Leader Ajay Gupta to its Board of Directors
He currently serves as Principal of Robbins Gupta Holdings, the exclusive family office for Tony Robbins and the Gupta family.
10/23/2025
Street Wallet appoints CTO
John is also the founder and managing partner of Polymer Growth Partners, a consultancy specialising in wealth management technology.
10/23/2025
Bo Brustkern appointed CEO of NGO payments platform Esther
Bo Brustkern will look to further develop Esther's relationships with government partners, funders, and regulatory agencies.
10/23/2025
Cetera Welcomes Oestriecher Financial Management with $154 Million in AUA to its Avantax Community of Tax-Focused Advisors
The firm decided to move from LPL to Cetera
10/22/2025
Apollo Names Bert Crouch Head of Real Estate Equity
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
Bluespring Wealth Partners Expands Leadership and Business Development Team with Strategic Executive Appointments
Additional talent investments underscore firm’s commitment to growth, innovation, and advisor support
10/22/2025
Sowell taps Rayliant for exclusive partnership, names Jason Hsu as chief investment strategist
It deepens the RIAs OCIO capabilities with research-driven approach and global expertise
10/22/2025
Raymond James Grows its Capital Structure Advisory Investment Banking Team
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
Wealth Advisors Trust Company Appoints Jonathan Connolly as President & COO to Lead National Expansion
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
Wellington Management President, Managing Partner and Head of the Client Platform Announces Retirement; Samantha Schoen Named Next Head of the Client Platform
Leadership Transition Reaffirms Wellington’s Commitment to Client Excellence
10/21/2025
Raymond James grows its capital structure advisory investment banking team
New banker Alex Rohan joins as group co-head
10/20/2025
Ex-Goldman Sachs ED leaves friendly hedge fund amidst macro hiring spree
During his time at Goldman, Heath worked in the emerging markets equities team.
10/20/2025
Nicola Wealth strengthens executive bench with Archambault and Coman-Walker
New leaders deepen firm’s strategy as independents reshape Canada’s wealth landscape
10/17/2025
Nicola Wealth Evolves Leadership Team for Next Phase of Growth with Key Executive Appointments
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
Perigon Wealth Management President Jeremy Paul Among Barron’s Top Independent Advisors
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
RWA Wealth Partners Expands Family Office Division with Two Senior Wealth Advisors
Jennifer Votano and Evelyn Pepe bring decades of experience advocating for women advisors and clients
10/16/2025
JP Morgan Private Bank Adds Justo Schiopetto as Banker in Miami
J.P. Morgan Private Bank announced the promotion of Justo Schiopetto to associate and banker for its Miami offices