The combined RIA will operate under the Security Financial Management name and serve clients from five Florida locations.

The self-described digital family office has dramatically overshot recruitment goals with a spate of Empower expats.

Cornerstone Advisors, a Baxter, Minn.-based team with about $360 million in client assets, joins from Cetera Investment Advisors.

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.

In addition to SmartAsset’s news, Advzyon has hired a Morningstar and Schwab veteran and F2 has acquired a marketing firm.