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People moves and deals at RBC, LPL, Baird, Dynasty, Beacon Pointe, Rockefeller Capital Management and other quick takes from this week in the financial advice industry.

The enterprise could reach more than 50 registered representatives in the next couple of months, depending on how many of them leave MassMutual.

As its advisor headcounts in the W-2 channel have stagnated, Raymond James Advisor Select added a major former UBS quartet.

Joe Skarda, who was previously managing director of JPMorgan Chase’s U.S. wealth management central division, will oversee a unit that houses Key’s private bank, family wealth and mass affluent business segments.

Advisor Group, Raymond James, LPL, New York Life, Stone Point Capital, and other news and moves of the week in the financial advice world.

The 20-advisor team left Advisor Group’s Securities America for the private equity-backed holding company’s independent subsidiary, Cadaret Grant.

Bailard appointed Sonya Thadhani Mughal under a succession plan and a series of moves unveiled by the wealth and fund company.

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.