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Federal authorities say ex-PNC advisor Tara M. Brunst acted as a recruiter in a scheme that defrauded 54 people.

The boutique institution has 25 financial advisors, but it’s seeking to grow even larger through a deal with Summit Financial and Merchant Investment.

The Canadian bank is looking for small, targeted acquisitions.

Kyle S. Hauptman is vice chairman of the National Credit Union Administration.

Here's what you missed this week in wealth management.

The wirehouse reached an agreement with an SEC-appointed receiver and a state regulator in connection with a massive EB-5 investment scheme.

Office workers who don’t comply by Jan. 14 will be placed on unpaid leave and fired at the end of the month.

Mark Holman has served as president of accounting and consulting at Intapp since 2020, and as chief strategy officer since 2019. Prior to joining Intapp, Holman served as President of Strategy, Investments, and Marketing for Flex, a technology design and manufacturing firm. Previously, Holman served as a partner at A.T. Kearney and PwC, and was the founding chief executive officer of E2open, a SaaS supply chain software firm. Holman received his bachelor’s degree in electrical engineering from Kettering University and a Master of Business Administration degree from the University of Michigan.

Michael Boroff is a doctor of psychology and mental health program manager at Crossover Health.

Sesie Bonsi is president and CEO of Bleu.