Flynn, who serves as global co-head of private wealth management, will additionally run One Goldman Sachs alongside co-head Sam Morgan.

Corient reported during its quarterly earnings call that it is fully severed from parent company CI Financial in all but ownership and debt.

Meketa’s new RIA-focused private investment platform has a new capital partner, while Cetera and Snowden Lane both announced deals and SEIA hired a new head of wealth transfer.

The bank is seeking a temporary restraining order against Matthew D. Sitarski, alleging he accessed client information, violated contractual agreements and lured away clients with nearly $4 million in assets.

Wintrust will move two businesses and 85 advisors to the LPL Institution Services platform from Wells Fargo.

Also, Advzyon and Apex announce integrations and AssetMark boosts it 2024 tech budget by $15 million.

In a newly created position, Erik Karanik will oversee growth across Wells Fargo Advisors Financial Network and First Clearing.