Scott E. Howell will join Gladstone Wealth Partners, a large enterprise of LPL Financial, and will start a new independent practice based out of its Chester, N.J., office.
What clients can learn from Musk's story about transferring wealth strategically to take care of family members and the creative use of family foundations to make tax-efficient charitable donations.
The new location will be the firm’s first office outside of the Atlanta metropolitan area, and will be led by two new managing directors who previously managed more than $1.5 billion in assets.
Jesse Brookreson and Brian Trymbiski will be joining Raymond James from Wells Fargo under the name Great Oak Investment Management of Raymond James.
Salameh, former CMO of Hightower, has come out of retirement to lead the marketing organization at CAIS, an alternative investment platform for advisors.
Sweet Financial Partners, with offices in Fairmont and Jackson, Minn., is joining from Raymond James.
Innovators and influencers set to change the industry in 2022.
Caitlin Cook is Head of Community at Onramp Invest, Vice president of Operations at Onramp Academy, host of “Chicks of Fintwit” podcast
Ben Cruikshank is Head of Flourish, a subsidiary of MassMutual
James Dilworth is Co-Founder and Managing Partner, Veriti Management