Duran, who built and sold United Capital to Goldman Sachs, has revealed his new company, Rise Growth Partners, which will take minority stakes in RIAs and help them become national, scaled platforms.
Fidelis Capital has hired Christopher Gunster from Bank of America Corp. as head of fixed-income strategies
Wolfsen will take over CEO Eric Clarke's role in mid-October. Meanwhile, AssetMark has named Michael Kim, president and chief client officer, as its new chief executive.
In the wake of its acquisition of SVB Private, Michael Wilson will now lead the combined wealth management division.
Advisors are on the move this week, as no fewer than three teams announced they're switching platforms
Lazetta Braxton, co-CEO of 2050 Wealth Partners discusses how she is structuring her firm to serve the investor of the future.
Many who custody with one or both have seen no major hiccups so far, while some smaller, TD-only firms expressed confusion and frustration.
Summit Financial Group is departing Securian weeks after Cetera closed a deal to purchase that firm’s retail wealth business.