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(Bloomberg) -- Cathie Wood is a lot of things to a lot of people in St. Petersburg, Florida...

After presiding over infrastructure expansion, a shift in strategy and more than $80 billion in asset growth, Hightower’s CEO shares his thoughts on the job, the industry and recent rumors of a sale.

LPL is accused in a lawsuit of convincing three of the advisors at Lamkin Wealth Management and their clients to leave the firm, allegedly resulting in a $450 million AUM drop overnight.

Birmingham, Ala.-based Brian Pflaum evaluated his options when his broker/dealer, Lincoln Financial Advisors, decided to sell to Osaic.

Julietta Scruggs claims she has a weakened immune system yet was denied the ability to work remotely, then fired after contracting the virus and taking an extended leave.

Expressive Wealth, a new RIA with $200 million in assets, is led by three female partners and has a licensed clinical psychologist on staff.

Salameh, the Wealthies' CMO of the Year in 2023, will serve as chief growth officer at the hybrid RIA platform.

Serving as interim division head since 2022, Price will oversee organic growth and an accelerated acquisition strategy at the $10 billion firm.

Plaus, who announced his retirement from Merrill Lynch last February, will lead Citi Private Bank North America. He succeeds Halé Behzadi, who will be retiring at the end of March.

Lance and Gideon Drucker, who had been with Hornor, Townsend & Kent for over 40 years, will use Fidelity and Altruist for custody, and PKS for brokerage business.