Cetera-backed Wilde Wealth Management Group has brought on Drew Kliber, who managed $400 million in assets at UBS, as head of its W Family Office division.
The wirehouse is accusing Corbin Hoffner of abruptly departing for Raymond James and soliciting the clients of a recently retired advisor just days after he took over the accounts.
AssetMark has been delisted from the public markets and appointed Lou Maiuri, former president of State Street Bank, as chairman and group CEO of AssetMark Financial Holdings.
Pradeep Jayaraman, former co-head of partnerships and business development at Focus Financial, hopes to build on Bluespring’s mergers and acquisitions strategy.
