People

Creative Planning's purchase of the Lawrence-based RIA Edmonds Duncan comes several weeks after TPG Capital announced a minority investment into the Peter Mallouk-led RIA.

But Osaic acquired a Buffalo-based independent wealth manager with $180 million in managed client assets.

Jacques Chappuis will take over Prudential Financial's asset management business at a time when asset management has become a key differentiator for US life insurers. 

Mike Durbin, CEO of Cetera Holdings, will assume Antoniades’ role, the company confirmed.

Christopher Ayer, a former senior vice president at Pallas Capital Advisors, will bring his expertise working with closely-held business owners.

Advisors are telling clients to remain calm and remember the stability of markets throughout tumultuous historical times.

Mark and Steven Resnik have teamed up to lead Burling Wealth Partners, a Chicago RIA with over $750 million in AUM.

Cinda Collins alleged her former employer discriminated against her by terminating her after 30+ years because she was nearing retirement.

The former Advent CEO will run day-to-day operations at PureFacts and new integrations at Flourish and MaxMyInterest.

The asset manager has appointed a new global COO to support its wealth management alts business.