Asia Martin

Bentley Blackmon and Phillip Worthen launch Naviter Wealth with the help of two former Envestnet executives.

Advisor Lisa Quadrini has departed Wells Fargo for Brandywine Oak Private Wealth, where she worked when it was part of Merrill Lynch.

Ameriprise will buy the EMEA asset management business for $845 million, all in cash.

Four former Bank of America Merrill Lynch advisors launched an independent practice via LPL's new Strategic Wealth Services affiliation model.

The mergers, acquisitions and advisor moves you may have missed that were announced the week of April 5–9, 2021.

Advisor Alfredo Garcia decided to move to Snowden Lane after Wells Fargo announced in January it would stop catering to international clients, which make up a majority of his book.

Advisor Mark Mitamura says Integrated Partners will help provide more services to his business-owner clients.

Nessim, president of Kingswood U.S. and CEO of Kingswood's SPAC, takes over the CEO duties of Derek Bruton, who has stepped down.