Raymond James Taps New CFO as Leadership Shuffle Continues
By John ManganaroButch Oorlog will replace CEO-in-waiting Paul Shoukry; Bella Allaire also has a new role.
May 14, 2024
JPMorgan, RBC Grab Merrill Teams With $30B in AssetsEric Gray and Lance Polverini say moving their $28 billion practice will bring their work to the next level.
May 09, 2024
Integrated Partners Names New PresidentAndree Mohr, Integrated Partners' chief implementation officer, will take on the role of president.
April 26, 2024
Cetera Names New Head of Corporate DevelopmentMichael Molnar joined the firm last year via its acquisition of Avantax.
April 24, 2024
Carson Group Names New CFO From OrionDaniel Applegarth is one of a number of leaders added since Burt White replaced Ron Carson as CEO.
April 23, 2024
Advisor360 Taps Former MassMutual Exec as CEOMike Fanning takes the helm from Richard Napolitano, who will retire May 1.
April 02, 2024
Hightower Taps Gurinder Ahluwalia as PresidentThe RIA has also named Michael DiBiasio, a former managing director at Morgan Stanley, as its COO.
March 22, 2024
Dani Fava Is Leaving EnvestnetShe is moving to "a company well-placed to capitalize on emerging industry trends," she said on LinkedIn.