Terri Kallsen joined Joe Duran’s new venture after previous stints at Wealth Enhancement Group and Schwab. She’ll succeed current CFP Board Chair Matthew Boersen and Chair-Elect Liz Miller.
When Martine Lellis woke up from a coma doctors didn’t think she’d come out of, she was given a new lease on life, and it has fueled her passion for making bold, compassionate choices in the financial services industry.
Summit Planning Group is the latest team to move to the independent broker/dealer in response to Osaic's acquisition of Lincoln’s $115 billion wealth business.
The Callot Wealth Management Group is led by David Callot, a Paramus, N.J.-based advisor who spent more than 30 years with the wirehouse before moving to RBC.
The Apollo co-founder has sold or gifted 9.1 million shares of his multibillion-dollar stake since January, the most in a calendar year since the private equity firm went public more than a decade ago.
