People

Scott Baker replaces George Karris, who is retiring, and will be responsible for creating growth opportunities for Cetera.

Keith Green and Jon Coon collectively manage nearly $600 million in client assets. The duo will be joining Raymond James’ employee advisor channel.

Daniel Noonan joins the firm from Nuveen, filling a void created by Kimberly LaPointe’s departure in February.

With licenses from FINRA and the SEC, Prometheum hopes to remove barriers preventing RIAs from recommending digital assets. It’s hired Marc Nichols to lead the effort.

Dawn Nordberg will lead a new program to strengthen ties between Citi's banking and wealth divisions, among other responsibilities, according to Andy Sieg.

Michelle Gruber and Alex Markowitz are co-founding Alteri Wealth, operating out of Westlake Village. The firm will custody with Schwab.

The former Fidelity and Bluespring exec will serve on the board of directors at Parallel Advisors, a San Francisco-based RIA backed by private equity firm Golden Gate Capital.

Brian Nagle's move to Citizens follows that of a San Francisco-based team with $5 billion in managed assets in April.

A growing number of financial elites are throwing their weight behind Trump, who was found guilty in the first criminal trial of a former US president.

Adam and Eleanor Weinstock are joining SLK Private Wealth. The move comes two years after a group of Wells Fargo employees left the wirehouse to form the firm.