Advisor Group Recruits $503M LPL Team
By Jeff BermanVeater Financial Group and its four advisors are now part of SagePoint Financial in Fresno, California.
November 10, 2020
Cetera Nabs Former LPL Exec as COOIndustry veteran Tom Gooley joins the firm, which just promoted Lisa Gok to the role of general counsel.
November 10, 2020
Jeff Levine Lands New Gig at Tax Software FirmThe popular CPA and CFP will advise Holistiplan on more ways to review clients' tax returns.
November 10, 2020
Focus Adds $926M Advisor GroupDebra Brede and her team make the move after spending the past 30 years with Commonwealth Financial.
November 02, 2020
LPL Grabs TD Ameritrade Exec to Lead TradingBen Welch comes on board less than a month after Charles Schwab wrapped up its $22 billion purchase of the former rival.
October 29, 2020
$475M UBS Team Jumps to RBC WealthThe Michigan-based group spent the past nine years at UBS and earlier was part of Merrill Lynch.
October 26, 2020
$550M Merrill Team Jumps to RockefellerThe firm's latest recruiting news comes two months after a $400 million group joined it from Morgan Stanley.
October 23, 2020
Merrill Names New Divisional ChiefThe move comes about a month after the firm restructured its advisor training group and appointed two co-heads.