Terramar Wealth leaves SagePoint, one of the b/ds consolidated into Osaic, after 22 years with the firm.

Gwen Weithaus will join as chief compliance officer for one of Cetera’s network of four independent firms and will report to Cetera Chief Risk Officer Joseph Neary.

Focus partner SCS has tapped Lane MacDonald, the former head of Fidelity’s family office, while Certuity appoints Scott Welch, Dynasty’s former CIO.

The new company, Fisher Retirement Solutions, will be run by Ken Fisher’s son, Nathan Fisher.

Gerald Bernard argues that he co-founded Wealth Enhancement Group and the firm reneged on paying him "finder's fees" for deals.

Douglas Rothermich, who previously built out TIAA’s HNW planning group and advised on $1 billion in assets, joins Fidelis as a partner and wealth strategist.

The Brown-Brinkley Group includes two managing directors with nearly six decades of collective industry experience. They will operate out of RBC’s office in Tysons, Virginia.

James McDonald was taken into custody in Port Orchard, Wash. and will face federal charges in Los Angeles. He is accused of losing millions in client funds and fled an SEC subpoena in 2021.

Cox, a former investment analyst at eToro, will be Ritholtz Wealth Management’s first market expert fully dedicated to its advisors.

Sources close to the company say the clearing and custody firm has let go of its business consulting group and half a dozen people in its product group, just a week after its annual INSITE conference.