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Planner, author and New York Times blogger Carl Richards, founder of Prasada Capital Management, has joined St. Louis-based BAM Advisor Services as its director of investor education.
February 13 -
Former Morgan Stanley senior executive, advisor joins Beverly Hills Wealth Management as new senior vice president.
February 13 -
Raymond James is being more diligent about highlighting its RIA business as an attractive place for the industrys best advisors.
February 13 -
Twenty-five-year financial planning veteran Bruce Laning will oversee individual and corporate retirement accounts at Baker Tilly Investment Advisors.
February 10 -
Mitchell Expands Sales Team at Leuthold Group; King and McIsaac Added to Vanguard Leadership Team; Velotta Among Multiple Promotions at Cohen Fund
February 10 -
Independent wealth management firm Gresham Partners hopes that Bonaguidis experience and contacts within the company will enhance their wealth planning strategies.
February 10 -
Patrick Goshtigian takes the helm as the firm continues an expansion that began in 2005, via core operations and acquisitions.
February 9 -
Barclays Wealth has tapped eight financial advisors to join its Los Angeles and Chicago forces in its latest move to bolster its Americas expansion strategy.
February 9 -
The newly created firms target net-worth range is broad enough to allow Angeles Wealth Management to allocate clients money in a wide range of asset classes.
February 8 -
Independent broker-dealer and RIA Lincoln Investment Planning has agreed to buy broker-dealer and RIA Capital Analysts from Western & Southern Financial Group, the firms announced. The deal, terms of which were not disclosed, is expected to close in the second quarter of this year.
February 8
