04/16/2026
Falcon Wealth Planning Appoints David Lynch as Managing Director
35-year industry veteran joins Falcon from Fidelity to scale disruptive ‘planning-first’ model and drive expansion through strategic partnerships.
04/16/2026
35-year industry veteran joins Falcon from Fidelity to scale disruptive ‘planning-first’ model and drive expansion through strategic partnerships.
04/16/2026
New role supports continued platform innovation and scalable growth across advisor network
04/15/2026
Pablo Artigas, who previously served as Managing Director and Head of the Specialized Industries & Corporates area at Santander Chile
04/15/2026
His focus will be on simplifying how advisors engage with the platform, reducing operational friction, and strengthening the systems that enable growth and client service.
04/15/2026
“There is a clear opportunity to build on the strong platform in Cayman and further enhance the group’s offering for clients in the Americas,” she said.
04/15/2026
In this role, Athreya will lead the firm’s data science, artificial intelligence and advanced analytics agenda across Research, as global investor demand for data‑driven analysis grows.
04/15/2026
Citi insiders say Leyenaar Huntingford decided to leave.
04/14/2026
Chris Shaw will join as Regional Market Director and Managing Director for the Southeast Region at the conclusion of his notice period.
04/14/2026
Schramek leads a sizable wealth management practice, reflecting the strength and durability of his client relationships.
04/14/2026
Rite is a proven leader with a strong track record of serving clients and building high-performing teams
04/14/2026
In this role, O'Bannon will be responsible for expanding Newmark's advisory and capital raising capabilities across the full infrastructure investment spectrum
04/14/2026
Touchstone Wealth Partners represents the fourth $1 billion-plus practice to affiliate with FiNet in 2026.
04/13/2026
Ledyard Wealth Management names CIO
04/13/2026
Breakaway Advisor's Move Reflects Firm's Continued Momentum in Attracting Elite Advisors Wanting Greater Flexibility, Ownership and Control Over Their Businesses
04/13/2026
Since joining the firm, Schramek has established himself as a trusted advisor to UHNW individuals and family office investors around the world.
04/10/2026
The company plans to raise compliance spending this year as it scales regulated operations across multiple markets.
04/10/2026
Also, Rossby Financial hires a business development and advisor transition lead, and Ascensus snags a new president of retirement from Empower.
04/09/2026
In his new role, Ali will focus on expanding BMO’s wealth management presence across the West Region
04/09/2026
Rory T. Shusted Brings Decades of Executive Experience to Support Firm's Continued Investment in Culture and Growth
04/09/2026
Seasoned luxury strategy and growth executive brings deep experience in brand development, brokerage platform building and the ultra-high-net-worth market to Douglas Elliman leadership team