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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.

While efforts to recover cash through litigation have repaid nearly 70% of valid claims, hundreds say they have been victimized a second time by that system.

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.

What's going on at LPL, Captrust, Avantax, Pershing, Citigroup, Edelman Financial Engines, and other quick takes from around the industry.

Under Clayton, who left the SEC in December, regulators determined Bitcoin and Ether weren’t securities, removing an overhang that could have impeded trading and acceptance of those tokens.

To oversee operations in the middle of the country, Merrill Lynch turned to a veteran of the firm.

“When I left, I told Morgan Stanley [Ron] was the best person I've ever worked for in my career,” says advisor Jason Fertitta, who is hiring his old boss.

The IBD network added a community bank’s investment program after exceeding the goals it set at the beginning of 2020, its head recruiter says.

Some nominees poised to take their agencies in a new direction appear headed for Senate confirmation while an intraparty squabble has delayed the administration’s choice to lead the Office of the Comptroller of the Currency. Here’s the roster update.

The quartet of financial advisors range in age from their 20s to their 90s, and are the second group to sign with Dynasty this week.

The most gilded name on Wall Street has been dealt a blow with two top leaders from its Marcus consumer unit defecting to a new Walmart venture, mere weeks after they were elevated.

Career mobility and heightened client dependence are two unexpected by-products of extreme uncertainty, writes Jodi Perry.

While her predecessor led the organization through the 2008 financial crisis, Thasunda Brown Duckett is taking the top role at a time of different uncertainty.

The firm has 20 teams that cater to ultra-high-net-worth individuals in the Sunshine State, and has plans to double that over the next few years.