Joe Duran has named Terri Kallsen, former WEG and Schwab executive, as managing partner and senior operating advisor at Rise Growth Partners.

Paul Kwak conspired with others to fraudulently apply for business assistance from the Economic Impact Disaster Loan program.

The four-member Bridgeline Wealth Partners is the latest to join Rockefeller Global Family Office.

The latest defections include three advisors and an analyst who joined Kestra’s Private Wealth Services unit.

Steward Partners adds the first team to its IAR-only channel, Allworth Financial names a new CEO and other news from Wealth Enhancement Group, EP Wealth Advisors, Kestra PWS, Gaddis Premier Wealth Advisors and Pitcairn.

Quotient Wealth Partners, a new RIA created by Goldman PFM defectors, adds more advisors, as does Meridian and Advisors Capital.