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Career Moves

Peter Nesvold SignatureFD
RIA
SignatureFD Adds M&A Vet Peter Nesvold to BoardSignatureFD Adds M&A Vet Nesvold to Board

CEO Heather Robertson Fortner brings on an M&A and investment specialist as she seeks to hit a $10 billion AUM target by year’s end.

byAlex Ortolani, Senior Reporter
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Larry Restieri and Bob Oros Hightower
Career Moves
Hightower CEO Bob Oros To Step DownHightower CEO Bob Oros To Step Down
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Kathy Wunderi Wealth.com
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Top Hollywood Attorney Joins Wealth.com’s Legal TeamTop Hollywood Attorney Joins Wealth.com’s Legal Team
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RIA
$200M Advisor Leaves UBS to Go Independent with SanctuarySanctuary Lands New $200M Minneapolis RIA
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Dave Breslin General Catalyst GC Wealth
RIA
Q&A: Dave Breslin Ushers General Catalyst Into the Wealth BusinessDave Breslin Ushers General Catalyst Into the Wealth Business
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Feb 10, 2025
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LPL CEO Rich Steinmeier
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LPL’s New Leader Moves Past CEO Firing With Eye on Firm’s GrowthNew LPL CEO Keeps Eye on Firm Growth
byPaige Smith
Feb 6, 2025
1 Min Read
IAA President Matt Lampman
Career Moves
One-time Unpaid Intern Becomes President of $4.8B IAA
$4.8B IAA Promotes Former Intern to President
Feb 6, 2025
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1 Min Read
byAlex Ortolani, Senior Reporter
CFP Board CEO Kevin Keller
Career Moves
CFP Board CEO Kevin Keller To Retire
CFP Board CEO Kevin Keller To Retire
Feb 6, 2025
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1 Min Read
byPatrick Donachie, Senior Reporter
Corporate Plans Retirement Strategies team
RIA
Deals & Moves: Cetera, Corient and LPL’s RIA Channel Add Advisors
Deals & Moves: Cetera, Corient and LPL Add Advisors
Feb 6, 2025
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1 Min Read
byAlex Ortolani, Senior Reporter
First Republic bank doors
Career Moves
First Republic Ex-Private Wealth Head Taps Old Team for New Firm
First Republic Ex-Private Wealth Head Taps Old Team for New Firm
Feb 5, 2025
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1 Min Read
byBiz Carson, Reporter
Alisa Maute Mercer Advisors
Career Moves
Mercer Hires Client Development Director From LPL
Mercer Hires Client Development Director From LPL
Feb 5, 2025
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1 Min Read
byDiana Britton, Managing Editor
The Healthy Advisor Podcast Aaron Klein Nitrogen Diana Britton
Professional Development
The Healthy Advisor: Beyond the C-Suite With Aaron Klein
The Healthy Advisor: Aaron Klein
Feb 5, 2025
byDiana Britton, Managing Editor
Jarrod Biebel TrekNorth Investment Management James Horn Matterhorn Private Wealth
RIA
RFG Attracts Advisors From Raymond James, Edelman
RFG Attracts Advisors From Raymond James, Edelman
Feb 4, 2025
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1 Min Read
byDiana Britton, Managing Editor
Support Platforms
AssetMark Taps New CTO from BlackRock’s Aladdin
AssetMark Taps New CTO from BlackRock’s Aladdin
Feb 4, 2025
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1 Min Read
byDiana Britton, Managing Editor
Milemarker CTO Kailash Duraiswami
Support Platforms
Data Technology Firm Milemarker Hires Its First CTO
Data Technology Firm Milemarker Hires Its First CTO
Feb 3, 2025
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1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
Savvy Wealth Chief Growth Officer David Weiner
RIA
Savvy Taps New Growth Officer to Bolster RIA Push
Savvy Hires RIA Growth Lead
Feb 3, 2025
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1 Min Read
byAlex Ortolani, Senior Reporter
William “Bill” Bruen Jr. and his son Andrew Bruen
Career Moves
$1.3B Father-Son UBS Team Jumps to LPL
$1.3B Father-Son UBS Team Jumps to LPL
Jan 28, 2025
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1 Min Read
byPatrick Donachie, Senior Reporter
Jerod Wurm (left) and Casey Frye
RIA
Carson Acquires $365M Sacramento Firm
Carson Acquires $365M Sacramento Firm
Jan 28, 2025
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1 Min Read
byDiana Britton, Managing Editor
Janney Montgomery Scott CEO Tony Miller
Career Moves
Janney Montgomery Scott Names New CEO
Janney Montgomery Scott Names New CEO
Jan 24, 2025
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1 Min Read
byDiana Britton, Managing Editor
Compound Planning co-founders Christian Haigh (left) and Alex Farman-Farmaian
RIA
Compound Planning Reels in Four Advisors, Bringing AUM to Over $2.5B
Compound Planning Adds Four Advisors, Bringing AUM to Over $2.5B
Jan 23, 2025
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1 Min Read
byDiana Britton, Managing Editor
Dan Bolton Wealth.com
Career Moves
Wealth.com Recruits New Marketing Head from Nitrogen
Wealth.com Recruits New Marketing Head from Nitrogen
Jan 23, 2025
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1 Min Read
byPatrick Donachie, Senior Reporter
Envestnet CEO Chris Todd
WealthTech
Chris Todd Named Envestnet CEO
Chris Todd Named Envestnet CEO
Jan 21, 2025
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1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
merger puzzle
Support Platforms
Merchant-Backed Fin.Link Hires New President
Merchant-Backed Fin.Link Hires New President
Jan 21, 2025
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1 Min Read
byDiana Britton, Managing Editor
business meeting business training advisor training
Business Planning
New Year, New Advisors
New Year, New Advisors
Jan 16, 2025
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1 Min Read
dollars-clock-hands.jpg
High Net Worth
Key 2025 Dates For Your Clients' Personal Finances
Key 2025 Dates For Your Clients' Personal Finances
Jan 2, 2025
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1 Min Read
Diamond Podcast for Financial Advisors Mindy Diamond Bill Good Marketing
Marketing
The Diamond Podcast for Financial Advisors: How to Grow Bigger, Faster
The Diamond Podcast for Financial Advisors: How to Grow Bigger, Faster
Jan 2, 2025
byMindy Diamond, Columnist: Career Moves
podcast illustration
Industry News & Trends
Our Favorite WealthManagement.com Podcast Episodes of 2024
Our Favorite WealthManagement.com Podcast Episodes of 2024
Dec 20, 2024
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7 Slides
byWealthManagement.com Staff
retirement planning succession planning clock
Career Moves
Solo RIAs Not Planning for Retirement Risk Extinction
Solo RIAs Not Planning for Retirement Risk Extinction
Dec 16, 2024
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1 Min Read
Sallie Krawcheck gives a keynote address at Wealth Management EDGE in 2023.
WealthTech
Ellevest Will Be Run By Co-CEOs As Krawcheck Steps Down
Ellevest Will Be Run By Co-CEOs As Krawcheck Steps Down
Dec 13, 2024
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1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
Clearstead president and CEO
Career Moves
$47B RIA Clearstead Names New President and CEO
$47B RIA Clearstead Names New President and CEO
Dec 13, 2024
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1 Min Read
byDiana Britton, Managing Editor
LPL Financial company sign
IBD
LPL Wins $540M Group from Osaic
LPL Wins $540M Group from Osaic
Dec 12, 2024
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1 Min Read
byDavid Bodamer, Executive Editor, Investments
former Wipfli executive Paul Lally and MarketCounsel President Brian Hamburger at The MarketCounsel Summit
Career Moves
MarketCounsel Hires Paul Lally as Head of Business Solutions
MarketCounsel Hires Paul Lally as Head of Business Solutions
Dec 11, 2024
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1 Min Read
byDiana Britton, Managing Editor
Snowden Lane office
Career Moves
Snowden Lane Program Awards Retiring Advisors an Option to Cash In
Snowden Lane Program Awards Retiring Advisors an Option to Cash In
Dec 11, 2024
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1 Min Read
byDiana Britton, Managing Editor
Trinity Financial Partners Merit Financial
IBD
Merit Financial Lands $603M Pennsylania Firm
Merit Financial Lands $603M Pennsylania Firm
Dec 10, 2024
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1 Min Read
byPatrick Donachie, Senior Reporter
The Lindsey-Trost Group of Steward Partners
RIA
West Coast Teams Combine Forces to Form $712M Steward Partners Firm
West Coast Teams Combine Forces to Form $712M Steward Partners Firm
Dec 10, 2024
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1 Min Read
byPatrick Donachie, Senior Reporter

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Peter Nesvold SignatureFD
RIA
SignatureFD Adds M&A Vet Peter Nesvold to Board
SignatureFD Adds M&A Vet Nesvold to Board

Feb 12, 2025

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