Roth Replaces RCAP’s Brown as Schorsch Defends Move
Schorsch tells ThinkAdvisor that he adamantly denies allegations that RCAP is turning into an "ole boys' club" as the respected Valerie Brown leaves Cetera.
New Hire Roundup: Cetera Names New CIO
Meanwhile, Dynasty Financial Partners welcomed Ron Sallet, Morrison & Foerster added Charles Duross, and Fusion Family Wealth added Fred Gold.
Schorsch Snaps Up J.P. Turner as Buying Spree Continues
But being both a broker-dealer and a product distributor can be a "hot potato," says IBD recruiter Jonathan Henschen.
Schorsch’s RCAP Grabs Cetera, Aims to Catch Up to LPL
Nicholas Schorsch could barely contain his enthusiasm about the deal, which brings his BD empire to about 8,900 advisors with $190 billion in client assets.
New Hire Roundup: FSI Names Valerie Brown, Others to Key Posts
Execs of Cetera, Raymond James, Cambridge and First Allied will take key roles at FSI. Meanwhile, a Vanguard fund manager resigns.
UBS Adds Merrill Advisor; NPC Recruits 2 Online
Reps move to National Planning Corp. from Ameriprise and LPL via The Advisor Center, an online clearinghouse.
Genworth, Cetera Close Unit Sales Deals
"We are getting back to our roots," says Genworth Financial Wealth Management President and CEO Gurinder Ahluwalia.
New Hire Roundup: Steve Dunlap to Head Wealth Management at Cetera
Also this week in new hires, Jeff Pawliger was named Janus' regional director for southern Florida, and PFM Group announced that Susan Musselman, Fred Eoff and Johanna Roodzant have joined with the acquisition of SDM Advisors.
The 2013 IA 25 Slideshow: CEOs
As the leaders of major firms in the industry, these people could be fairly called the epicenter of influence.
Valerie Brown: The 2013 IA 25 Extended Profile
The CEO and president of Cetera Financial Group said she grew up with a love for numbers and math. Her background in chemical engineering, which she called a “perfect fit” for the financial services industry, didn’t hurt, either.