Newsmakers

NewEdge Bolsters Miami Office With Hire From Wellington

Seasoned Investment And Portfolio Expert Gregory Pool Joins NewEdge Wealth, Appointed To Investment Committee

By James Miller

/ 6 Jul 2023

NewEdge Bolsters Miami Office With Hire From Wellington

Atria Recruits Capital Credit Union

Atria’s Credit Union-Focused Broker-Dealer Subsidiary CFS Signs Multi-Year Deal To Support Capital Credit Union, With Over $2.3 Billion In Assets And More Than 120,000 Members, In Fifth Such Jump From LPL Financial

By Chris Latham

/ 6 Jul 2023

AmeriFlex Surpasses 100 Advisors, Reaches $6.5 Billion In Assets

Firm Attributes Success To Advisor Ownership, Unique Succession Program And Financial Planning Platform

By James Miller

/ 28 Jun 2023

AmeriFlex Surpasses 100 Advisors, Reaches $6.5 Billion In Assets

Marketing Firm Attracts 10 Partners To Its Resource Partner Program

Program Off To Strong Start One Half Year After Launch, White Glove’s And Each Partner’s Clients Receive Discounts For Services

By Janeesa Hollingshead

/ 27 Jun 2023

Marketing Firm Attracts 10 Partners To Its Resource Partner Program

Miracle Mile Hires First CEO, Aims At Aggressive Growth

Los Angeles-Based RIA With Corsair Private Equity Backing Appoints Bruce Milam As CEO To Further Organic And Inorganic Growth Strategy

By Michael Madden

/ 27 Jun 2023

Miracle Mile Hires First CEO, Aims At Aggressive Growth

NewEdge Opens San Francisco Office, Recruits John Froley From First Republic

NewEdge Wealth Recruits Longtime First Republic Advisor John Froley To Open San Francisco Office, The Firm’s Third New Office Announcement Of The Year

By Chris Latham

/ 23 Jun 2023

NewEdge Opens San Francisco Office, Recruits John Froley From First Republic

Stratos Recruits Veteran Advisor From AMG

Chicago-Based Advisor Brings More Than $250 Million In Assets And Over 40 Years’ Experience To Stratos

By James Miller

/ 22 Jun 2023

Stratos Recruits Veteran Advisor From AMG

Advisor Group Rebrands As Osaic, Plans To Unite Firms And Streamline Operations

Advisor Group Rebrands As Osaic In Plan To Unite Its Eight Wealth Management Firms And Reduce Complexity Among Operations During The Next 18 To 24 Months

By Chris Latham

/ 21 Jun 2023

Advisor Group Rebrands As Osaic, Plans To Unite Firms And Streamline Operations

Advisor Group Poaches Four Advisors From Securian

Advisor Group Recruits Four Advisors From North Carolina And Virginia To Capitol Financial Solutions, An Affiliate Of Its Subsidiary Royal Alliance

By James Miller

/ 15 Jun 2023

Advisor Group Poaches Four Advisors From Securian

CoastalOne’s New CEO Brings Experience From LPL, Cetera And Advisor Group

CoastalOne Appoints Kevin M. Keefe As CEO To Develop And Execute Growth Strategy And Enhance Services To Affiliated Advisors

By Michael Madden

/ 13 Jun 2023

CoastalOne’s New CEO Brings Experience From LPL, Cetera And Advisor Group

Wealthies Recognize Invent As Double Finalist For PaaS And Podcast

Wealthtech Firm Named As Finalist For WealthManagement.com Industry Awards In Technology Providers – Innovation And Thought Leadership Categories

By James Miller

/ 8 Jun 2023

Wealthies Recognize Invent As Double Finalist For PaaS And Podcast

Atria’s CFS Poaches $1.8 Billion Credit Union Recruit From LPL Financial

CUSO Financial Services Recruits Pittsburgh-Based Clearview Federal Credit Union With Over $1.8 Billion In Assets From LPL

By Michael Madden

/ 7 Jun 2023

Atria’s CFS Poaches $1.8 Billion Credit Union Recruit From LPL Financial

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