Orion Taps CFO From Private Equity Space
By John ManganaroMark Mayo joins the wealth management technology platform provider after eight years with a drug testing company.
August 28, 2024
Top IAA Lobbyist to RetireNeil Simon will step down at year end, with Gail Bernstein, general counsel, adding public policy direction.
August 22, 2024
Jamie Hopkins Named Chief Wealth Officer of WSFS BankThe former Carson Group executive will direct wealth business initiatives at Bryn Mawr Trust's parent company.
July 31, 2024
Focus Financial Taps New Head of DevelopmentTravis Danysh is now tasked with leading all corporate development activities at Focus, including M&A.
July 17, 2024
Ex-Schwab Exec Named CFP Board Chair-ElectTerri Kallsen, senior operating partner at Rise Growth Partners, will lead the standards-setting organization in 2026.
July 17, 2024
World Investment Advisors Acquires $3.5B Wealth FirmThe firm formerly known as Pensionmark is adding 76 staffers and 15 offices across the Northeast and Ohio.
July 12, 2024
Shannon Spotswood Steps Into CEO Role at RFG AdvisoryThe hybrid RIA platform's president takes over from Bobby White, who becomes executive chairman.
July 08, 2024
Salim Ramji Takes Helm as Vanguard CEO as Firm Faces CriticismThe former BlackRock executive will steer an industry leader facing complaints over customer service and new fees.