People

Captrust has added Lakeside Wealth Management to its burgeoning national franchise.

Reinhold and Sam Wigand became the latest advisor team to bolt for Sanctuary Wealth.

Broadway Graham Wealth Partners is based in Illinois, and its founders said they'd be joining Private Advisor Group out of a desire for independence and to benefit from the independent b/d's tech options.

The firm has added talent over the past several months to build out its employee channel, premium affiliation model and advisor training program.

The brokerage has recruited a team from UBS, with $650 million in AUM, and one from Merrill Lynch, with $220 million, this week.

The individual will be responsible for relationship building and P&L for LPL’s new W-2 affiliation model, seeded by the acquisition of Allen & Co.

Jenny Johnson, chief executive officer of Franklin Resources Inc., said the company is reviewing its diversity and inclusion efforts.

Nicole Pullen Ross succeeds Gary Giglio, who’s stepping down July 1 to focus on charitable causes, including LGBTQ and veterans’ issues.