Home Tags Wealth management

Tag: wealth management

Atria Wealth Solutions Adds General Counsel to Executive Team

Atria Wealth Solutions, Inc. (Atria), a wealth management holding company, has hired Patricia Solfaro as general counsel. In this executive management role, Solfaro will focus...

Lightyear-backed Wealth Enhancement Group to Buy Hybrid with $1.3 Billion in...

Wealth Enhancement Group, an independent wealth management firm that oversees $11.3 billion in client assets, has agreed to purchase Planning Solutions Group LLC, a...

LPL Financial Adds Former Oppenheimer Advisor with $220 Million in Client...

LPL Financial LLC, the nation’s largest independent broker-dealer, recruited J.R. Frenzel, a Bridgeport, West Virginia-based financial advisor who has aligned with Good Life Companies,...

Blucora Hires Former Cetera Exec as President of Wealth Management

Blucora Inc., a firm focusing on wealth management and tax preparation, has named Enrique Vasquez as president of wealth management, where he will be...

LPL Recruits Former Waddell & Reed Team

LPL Financial LLC, the nation’s largest independent broker-dealer, has added financial advisors Jake Murray, Mike Canavan and Jill Phillips of Teton Wealth Management to...

Artivest Hires Former Raymond James Alternative Investment Platform Exec

Artivest, a digital platform for alternative investing, has hired former Raymond James executive James Hale as head of platform, a newly created position for...

Independent Broker-Dealers and RIAs Expect Higher Revenues in 2019

ADISA, a trade association representing the retail alternative investment space, has released the results of its inaugural market prediction survey, which was conducted with...

Former UBS Team Leaves Wirehouse Channel for Kestra

Kestra Private Wealth Services, LLC (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial Inc., has added Three Bridges Planning, a five-person team...

Apollon Wealth Management Names Former LPL Exec as Chief Operating Officer

Apollon Wealth Management, a registered investment advisor, has hired Steven Mills, a former senior vice president at LPL Financial, as its new chief operating...

Former Ameriprise Advisor Goes Indie with LPL Firm

LPL Financial LLC, the nation’s largest independent broker-dealer, announced that financial advisor Mike Bensey has joined LPL Financial and aligned with Good Life Companies....