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Missed opportunities for wealth transfers, an unregistered advisor charged with fraud, preventing elder abuse, and a FINRA expulsion, among other wealth management news this week.

Raymond James, Ameriprise, Stifel, LPL and Creative Planning added advisors or made acquisitions this week.

The firm expects global wealth to rise to 30% of new capital raised in the years ahead, up from 5% last year.

The firm has named 24-year veteran Ryan Hicke to succeed founder Alfred West.

Here's what happened over the last week in wealth management.

Robert Sandrew considers himself a people person, which aids his ability to bring new talent to his firm. But finding the right fit is an ongoing process that evolves as quickly as the industry itself.

Here's what happened over the last week in wealth management.

David Miree will become global head of diversity, equity and inclusion for the New York megabank. He will succeed Brian Lamb, who will move into a new role in the firm’s commercial banking business.

The college graduate was about to embark on a career in live music event production in spring 2020 when COVID-19 changed his life trajectory.

Here's what happened over the last week in wealth management.

The veteran advisor who was inspired by her mother takes another step for women in the industry.

Bank of America fired James Iannazzo after a video of him shouting expletives and insults at a Connecticut Robeks circulated on social media in January.

Luke Harangody is hoops royalty at Notre Dame. But at Midwest TAMP GeoWealth, he’s a rookie with a lot to prove.

Here's the news you might have missed over the last week in wealth management.

Check out the advisor moves, M&A and other news of the week in wealth management.

Heather von Zuben is one of a small number of Latina executives on Wall Street.

The CEO and board member Dani Fava stepped down from a startup that has helped more planners gain familiarity with digital assets.

Susan McKenna, the financial planning software’s head of marketing and business development, has been named interim CEO.

Take a look at the news of the last week in the world of wealth management.

But a recruiting expert says advisor independence comes with its own set of challenges.