ERISA Attorney Fred Reish Moves to Prime Capital Financial
By Melanie WaddellThe longtime attorney leaves Faegre Drinker to head the RIA's fiduciary and ERISA practice.
January 28, 2025
Docupace Promotes Elizabeth Pavlik to New Chief Product Officer RolePavlik was promoted after a decade with Docupace.
January 28, 2025
Nesvold Names Mark Tibergien to Advisory BoardThe retired Pershing Advisor Solutions CEO is the first to be tapped to advise Peter Nesvold's merchant bank.
November 08, 2024
Honoring Advisors Who Serve(d): Veterans Day, 2024Our annual compilation shares the stories of veterans now working in wealth management, told in their own words.
November 07, 2024
Cetera Financial Group CEO to RetireAdam Antoniades will remain a board member but is passing the leadership baton to Mike Durbin at year-end.
October 21, 2024
Dave Barton, Mercer Advisors' Head of M&A, RetiresThe executive stepped down to focus on his health.
October 16, 2024
Osaic Hires CFO From Thomson ReutersKristy Britt was head of finance for operations and technology at the company.
October 14, 2024
Jeff Levine Joins Tax Planning Faculty at American CollegeLevine will help advisors meet client demand for tax-informed planning.