The Daily Brief

LPL has hired Aneri Jambusaria as its new head of strategy, replacing Dimple Shah, who left the company last summer.

The news comes nearly a year after the Massachusetts commonwealth secretary filed a complaint against Stephen Querzoli, who was with the Philadelphia-based firm until 2018.

Harvey Golub, retired chairman and CEO of American Express, will take over for Todd Thomson, who will stay on Dynasty’s board of directors.

The combination of Fiduciary Investment Advisors and DiMeo Schneider will create a $200 billion advisory firm focused primarily on institutional clients.

The Financial Planning Association said Daniel Moisand has held the position since March 13 and will oversee Journal staff and create original content for the publication in his new role.

Horizons Financial Group will be joining from Triad Advisors and specializes in values-based financial planning services.

Dynasty Financial Partners has hired Harris Baltch to head its Capital Strategies unit.

Another state tax commission falls in line with the new tax normal, July 15.

CFRA is providing 90 days of free online access to its Outlook publication and other resources.

J.D. Power's annual survey of full-service wealth management firms took place before the market's recent volatility.