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Plus, Wealth.com and SigFig welcome new leaders to their teams.
August 2
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Garcia will take on the task of extending the banking giant's reach in Miami.
August 2
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Lisa Opoku follows Julian Salisbury out the door of the Wall Street stalwart.
August 1
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The change follows multiple reorganizations of the Wall Street giant's asset management division.
July 31
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Naratil thinks Lightyear Capital can offer the capital and expertise firms need on their way to IPOs.
July 25
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The founder and president of Summit Place Financial Advisors in New Jersey joined CFP Board as a board director in 2020.
July 19
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Plus, Wealth.com names a new head of community; Helios introduces refreshed sleeving capabilities; and FusionIQ partners with Blueleaf.
July 13
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The Minneapolis-based firm didn't immediately name a replacement, but pledged to maintain operations at its hybrid RIA.
July 12
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Jeff Jones sees allowing donations to 501(c)3 groups as a way to accommodate advisors coming into the industry from the insurance world.
July 11
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The firm's employee brokerage is bringing Alex. Brown, which it acquired in 2016, more firmly into its fold.
July 10
