The Healthy Advisor Podcast with Diana Britton
The Healthy Advisor: The Juggle Is Real With Anna Howard and Kimberly Sanders
Jun 12, 2024
LPL executives Anna Howard and Kimberly Sanders are both highly accomplished leaders in wealth management. They’re also mothers, and speak openly about their struggles to find balance, which can be especially hard for women in this industry
Highway One Capital Tim Woodall and Dustin Raring
$500M Former First Republic Team Leaves JPMorgan for LPL
Jun 11, 2024
California-based duo Tim Woodall and Dustin Raring are the latest team from the collapsed bank to leave its acquirer. They are joining LPL through its affiliation model for employee advisors.
Jerry Patterson Cetera Financial
Cetera Hires Fidelity Exec as Head of Advanced Wealth
Jun 10, 2024
Former Fidelity Investments Life Insurance Company President Jerry Patterson will lead Cetera’s retirement, insurance and annuities segment.
Focus Financial Office
Focus Financial Partners Appoints New Execs, Including Several from Connectus
Jun 10, 2024
Apollo Global’s David Lang will join as Focus’ chief operating officer, while Connectus Wealth Advisers CEO Molly Bennard will direct the firm's international growth strategy.
Scott Baker Cetera
Cetera Taps Fidelity Personal Trust President to Lead Corporate Strategy
Jun 06, 2024
Scott Baker replaces George Karris, who is retiring, and will be responsible for creating growth opportunities for Cetera.
Raymond James office sign
Raymond James Poaches Merrill, Morgan Stanley Advisors for First Employee Advisor Office in Alaska
Jun 05, 2024
Keith Green and Jon Coon collectively manage nearly $600 million in client assets. The duo will be joining Raymond James’ employee advisor channel.
Cohen & Steers office
Cohen & Steers Appoints New Head of Wealth Channel Distribution
Jun 05, 2024
Daniel Noonan joins the firm from Nuveen, filling a void created by Kimberly LaPointe’s departure in February.
Marc Nichols Prometheum RIA news blockchain crypto
Digital Assets Custodian Prometheum Makes a Bigger Push into RIA Space
Jun 04, 2024
With licenses from FINRA and the SEC, Prometheum hopes to remove barriers preventing RIAs from recommending digital assets. It’s hired Marc Nichols to lead the effort.
Citi sign
Morgan Stanley Executive Departs For Citi Wealth
Jun 04, 2024
Dawn Nordberg will lead a new program to strengthen ties between Citi's banking and wealth divisions, among other responsibilities, according to Andy Sieg.
Michelle Gruber and Alex Markowitz Alteri Wealth RIA news
$1B California Team Leaves Merrill to Go Independent
Jun 04, 2024
Michelle Gruber and Alex Markowitz are co-founding Alteri Wealth, operating out of Westlake Village. The firm will custody with Schwab.
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