Carson Group Adds Ex-JPMorgan Advisor
By Jeff BermanChicago-based Alexander Legacy Private Wealth Management joins the Carson Partners network.
April 09, 2021
Raymond James Nabs Morgan Stanley, MassMutual TeamsThe teams, along with two other advisors from other firms moving to Raymond James, manage a total of $686 million in client assets.
April 08, 2021
Ed Slott, American College Launch IRA Planning Course for AdvisorsThe CE-eligible, self-study program covers planning under the SECURE and CARES acts.
April 01, 2021
Raymond James Nabs 11 Reps From Wirehouses, Other RivalsAdvisors managing over $1.2 billion have joined affiliate Crux Wealth Advisors and the firm's Alex. Brown division.
March 18, 2021
Dynasty Adds Execs in Florida From UBS, TD AmeritradeThe company has also expanded its M&A and capital strategies department.
March 08, 2021
Longtime Wells Fargo Team Jumps to UBS in San DiegoDawson Wealth Management is led by Ed Dawson, who joins UBS as a managing director.
March 04, 2021
Raymond James Insurance Group Names New PresidentDoug Brigman, previously manager of the employee channel's Tampa Bay Complex, succeeds Scott Stolz, who retired in December.
February 25, 2021
AssetMark Names New CEOShe will take the reins from current leader Charles Goldman next week, when Michael Lee will become president of the $75 billion TAMP.