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Today, Natalie Wolfsen is CEO of Orion Advisor Solutions, but years ago, her future was less clear after a business she had co-founded went under.
October 25
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Modern Wealth also pushes its AUM over $6 billion with an M&A deal, and Americana Partners of Dynasty Financial gets private equity backing.
October 25
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The Female Advisor Network merged into the Women's Leadership Alliance in an effort to join together around the groups' shared goals.
October 23
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The loose term for collections of planners getting together based on any number of shared characteristics or goals can take many forms and provide a lot of value.
October 22
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The appointment comes less than a month after the former company head, Dan Arnold, was fired for failing to maintain a respectful workplace.
October 21
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Financial Planning's annual awards honor advisor employees at both large and regional firms.
October 21
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James Gorman will help lead the search for a new Disney CEO to be appointed in 2026.
October 21
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LPL Financial also pulls advisors from Raymond James, and Raymond James draws from Merrill. Osaic meanwhile appoints a chief financial officer.
October 18
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Osaic launches professional development initiative after a six-month pilot period.
October 15
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The week also saw BlackRock, JPMorgan Asset Management and Charles Schwab take minority stakes in the advisory-support firm Dynasty.
October 11
