RIAs

Chicago-based brokerage and investment advisory firm David A. Noyes has hired an executive away from Fifth Third Bank to join the ranks of its wealth advisors as a vice president.

During the transition, Ibis plans to retain its 83 client relationships representing $300 million in assets under management.

San Diego-based Planner William Blanton and his team at Vintage Wealth Capital Management brought their $170 million book of business to Washington Wealth Management this week, in the latest addition to the rapidly growing Middleburg, Va.-based RIA.

Symetra Investment Services has hired a new director of business development away from Lincoln Financial Network, the retail sales and financial planning affiliates of Lincoln Financial Group.

The new hire, Joseph Zidle, guided investing strategy for almost $2 trillion in individual investor assets in his prior role.

“Before allowing our reps to use social media, we needed a technology solution to handle our complex regulatory needs,” says Chad Oppedal, assistant director of compliance for the Principal Financial Group.

Symetra Investment Services, Inc., the broker-dealer registered investment advisor arm of Symetra Financial Corporation, has hired John Forrest to serve as director of business development, responsible for managing relationships, development advisors and managing sales.

More and more often, RIAs are outsourcing certain functions so they can spend more time with clients and stay competitive, according to the firm.

IFP reports dramatic increases in revenue, financial advisors joining the firm’s network and client AUM.

Bradley Fisher will be taking over as managing director and leader of the Family Office Advisory Practice.