Industry

Wells Fargo financial advisor Matthew Fryar, who ranks number 39 on On Wall Street’s 2012 list, says providing personalized services has meant a heavy emphasis on looming tax changes.

Oppenheimer Funds’ New York Board has added two new members to its roster in the form of Joanne Pace and Admiral Edmund Giambastiani, Jr.

For Annemarie Thomas, a Wells Fargo financial advisor who ranks number 40 on On Wall Street’s list, now is the time to take advantage of a “sea change” for women and finances.

Another former aide to Mary Schapiro takes up a new leadership role at the Securities and Exchange Commission.

Ex-CFP Board Chief Alan Goldfarb Leaves Weaver, Opens New Planning Firm

Envestnet-Tamarac, a Chicago-based provider of integrated web-based portfolio and client management software for independent advisors, has entered into a strategic alliance with Salentica Inc., a provider of client relationship management and client reporting technology solutions for wealth managers

The San Diego-based firm plans to open three new offices in “key” California markets over the next 12 to 18 months.

Industry veteran Stephen Mullins will be responsible for overseeing the strategic direction of the firm and the portfolio management team.

Belinda Sherman has been promoted to president of The Huntington Investment Company, reporting to Steven Short, director of Huntington Wealth Advisors.

It has named two industry veterans to key positions within Ascent Private Capital Management, the bank’s wealth advisory business for ultra-high-net-worth clients.