Focus Financial to Merge Two Wealth Shops in Chicago
By John ManganaroThe combined firm is expected to manage over $24 billion in client assets.
June 27, 2024
Joe Duran's Rise Growth Recruits Two Senior ExecutivesThe recently launched RIA minority investment firm has new heads of marketing and investments.
June 27, 2024
Raymond James Nabs $1B Retirement Team From Morgan StanleyNick Takahashi leads a group of seven advisors set to focus on corporate executives, families and retirees.
June 10, 2024
David Canter Joins Board at Parallel AdvisorsThe RIA industry veteran is the first outside board member at the $7.5 billion wealth management firm.
June 10, 2024
Focus Financial Names New COO, 3 More New ExecsThe news comes a few months after Focus named Michael Nathanson as CEO amid a broader leadership reshuffle.
June 06, 2024
JPMorgan Wealth Unit Adds Execs From UBS and FidelityJane Bailey is now CFO of the business, while Jennifer Barrett leads content and communications.
June 05, 2024
Laura Lutton to Head Morningstar Manager ResearchThe 25-year veteran of the investment research firm will replace Lee Davidson in the position.
June 03, 2024
The Colony Group Adds 5 Connectus Wealth UnitsThe groups making the move have a total of $5.3 billion in AUM.