Newsmakers

Sowell Management Expands Leadership Team To Drive Growth And Expansion

RIA Appoints Executives To Lead Investment Management Sales, Finance And Financial Advisory Retail Functions

By James Miller

/ 30 Apr 2025

Scott Dooley, Managing Director of Investment Management, and Sabrina Freeman, Director of Finance and Trek Wealth Solutions, Sowell Management

IFG Names Kevin M. Keefe President And COO To Enhance Growth

Kevin M. Keefe Joins Independent Financial Group. Founder Scott Heising To Focus On CEO Role.

By Jeff Berman

/ 28 Apr 2025

Kevin M. Keefe, President and Chief Operating Officer, Independent Financial Group

SEIA Appoints Industry Veteran President To Accelerate Growth Strategy

Matt Matrisian Joins SEIA After 15 Years With AssetMark, Most Recently As Its Head Of Client Growth.

By Jeff Berman

/ 25 Apr 2025

Matt Matrisian, President, Signature Estate & Investment Advisors

SFA Partners’ Strategic Blueprint Recruits Advisory Firms With $200 Million From Osaic

RIA Strategic Blueprint Adds Seattle-Area And North Carolina Advisory Firms

By James Miller

/ 24 Apr 2025

Jamie Mackay, President & COO, SFA Partners

Raymond James Adds $325 Million Alaska Advisor From Edward Jones

Al Biss Was Previously Affiliated With Edward Jones For Over 25 Years.

By Jeff Berman

/ 23 Apr 2025

Al Biss, Financial Advisor, Biss Wealth Partners

RFG Advisory Recruits North Carolina Advisor From Edelman

RFG Also Expanded Its Pacific Northwest Footprint By Recruiting An Advisor In Portland, Oregon.

By Jeff Berman

/ 22 Apr 2025

Abby Salameh, Chief Growth Officer, RFG Advisory

Stifel Adds Two Teams From Merrill Who Managed Nearly $3 Billion

Three Ex-Merrill Private Wealth Management Advisors Join Stifel’s Broker-Dealer Subsidiary In Dallas

By Jeff Berman

/ 18 Apr 2025

Melissa Transier and Chris Green, Managing Directors/Investments, Stifel, Nicolaus & Company

EP Wealth Advisors Enters Greater Cincinnati Market With $385 Million RIA

The Addition Of AlphaMark Advisors In Kentucky Boosts EP Wealth’s Midwest Footprint.

By Jeff Berman

/ 16 Apr 2025

Creative Planning Acquires $1 Billion California Firm

Monterey Private Wealth Is The Latest Acquisition Since Creative Planning Received A Minority Investment From TPG In September

By Michael Madden

/ 16 Apr 2025

Peter Mallouk, President and CEO, Creative Planning

Perigon Appoints Four Advisors To Partnership

Firm’s Partnership Program Elevates 1099 Advisors To Support Advisor-Owned Structure

By James Miller

/ 14 Apr 2025

Arthur Ambarik, CEO, Perigon Wealth Management

Invest In Others Promotes Two, Adds One To Strengthen Leadership Team

The Charitable Foundation Named Jessica Dunham COO And Faith Bitterman As Director of Programs, While Emily Burns Perryman Joined As Head Of Marketing & Communications.

By Jeff Berman

/ 10 Apr 2025

Jessica Dunham, Chief Operating Officer; Faith Bitterman, Director of Programs; and Emily Burns Perryman, Head of Marketing & Communications, Invest in Others Charitable Foundation

Docupace Names Former Salesforce Exec J.T. Petrilli Head Of M&A

Firm Looks To Boost Its Acquisition Strategy With Hire

By James Miller

/ 10 Apr 2025

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