Former leaders at Goldman Sachs, Fidelity, Creative Planning and Wealth Enhancement Group have joined to accelerate the firm's growth as a new multicustodial platform for independent advisors.

Fanning spent 17 years with MassMutual, the third-party technology provider’s largest customer, before retiring last year.

Chase R. Crump, a former professional baseball player, has joined the NFLPA Registered Player Financial Advisor program.

Mary Kate Gulick claimed to be psychologically 'broken like a twig' from Carson’s lack of response to allegations an employee sexually assaulted a conference attendee, according to a lawsuit filed in Nebraska federal court.

Andrew Page is stepping into the second new role Homrich Berg has announced this month to support strategic growth.

Clayton Ortloff, an advisor out of Midland, Texas, will join the independent broker/dealer’s model for advisors looking for more autonomy while buttressed by back office support.

The $4 billion AUM firm now has 11 offices across the nation.

Aliprantis’s hire is part of a plan by EQT to expand its global private wealth business.

The Denver-based outsourced family office tapped Tom Riley to lead portfolio management as part of a growth strategy targeting bank breakaways.

Caz Craffy faces 20 years in prison for using his position as an Army Financial Counselor to invest survivors’ benefits in firms where he worked, according to the DOJ.