RIAs

The asset custodian and back-office technology provider is betting that the two systems will enhance the Intelligent Integration platform that it launched almost two years ago.

Investment banker Gene Katz will be leaving William Blair & Co. to oversee corporate development and finance as Chief Development Officer at TAG.

Advisor Xi is Tamarac’s comprehensive suite of investment and technology solutions for RIAs. The $54 million deal gives Envestnet’s clients access to those services.

F-Squared Investments, an investment firm and RIA, has named industry veteran Mark Marinella, a former executive vice president and Global CIO of State Street Global Advisors, as its new head of investments.

Viteos, known predominantly as a fund administrator and operations support provider for hedge funds, has expanded its operations, accounting and reporting services to family office RIA firms.

Bennett Gross was previously director of wealth management for Pacific Wealth Advisors.

Former Morgan Stanley senior executive, advisor joins Beverly Hills Wealth Management as new senior vice president.

Raymond James is being more diligent about highlighting its RIA business as an attractive place for the industry’s best advisors.

Twenty-five-year financial planning veteran Bruce Laning will oversee individual and corporate retirement accounts at Baker Tilly Investment Advisors.

Independent wealth management firm Gresham Partners hopes that Bonaguidi’s experience and contacts within the company will enhance their wealth planning strategies.