Career moves

The 20-advisor team left Advisor Group’s Securities America for the private equity-backed holding company’s independent subsidiary, Cadaret Grant.

Bailard appointed Sonya Thadhani Mughal under a succession plan and a series of moves unveiled by the wealth and fund company.

Moves and news at Macquarie, Rockefeller, Vanguard, Orion, and elsewhere in the financial-advice industry this week.

The two lead advisors had each spent more than two decades with the wirehouse.

The pandemic has ushered in an ultra-remote environment, complete with more video calls, more e-signing and, inevitably, more stress.

Moves and news at Stifel, Avantax, Cetera, D.A. Davidson, John Hancock Retirement and other quick takes from the week in financial advice.

He takes over for Chris Harvey, who ran the team for four years.

Advisor Kristin Bartlow brings a team of four managing $195 million in client assets to Journey Strategic Wealth.

Lisa Quadrini had worked with the practice during her earlier tenure with Merrill Lynch, and she’s now launching its new office.

Wells Fargo, Baird, Avantax, Kestra, Janney Montgomery Scott, IRAs, Derek Jeter and other news this week in financial advice.