Executive Vice President Aaron Schaben will handle business growth and development for the firm while Chief Operations Officer Teri Shepherd will supervise Carson's institution and retail-focused divisions.
The SEC charged AR Capital, its founder, Nick Schorsch, and CFO Brian Block with fraudulently profiting off of REIT mergers.
Michelle Rudd will join the firm from Wells Fargo, where she managed $500 million in client assets.
Patrick Foy and Chris Willis will join LPL Financial from Raymond James Financial Services, citing the firm's platform and resources that can help streamline client services.
Penny Pennington has ambitious growth plans for the nearly 100-year-old brokerage.
Dan Timm, one of Edward Jones' most senior and longstanding employees, is retiring from the company after 36 years.
Firm upgrades the team tasked with driving data science and analytical insights to help its advisors run more efficient businesses.
The will contradicts previous reports that her celebrity son won’t inherit her fortune.
