The association’s board of directors names current Treasurer Claudia Cypher Kane to succeed 2023 President James Lee.

The move establishes EP Wealth's presence on the East Coast, and marks milestone in the firm's planned national expansion.

Some firms have closed their offices and evacuated their employees, while others are hunkering down in hopes that the storm will pass.

The involved firms include some of the biggest names in the financial services and wealth management space, including BofA, Citigroup, Morgan Stanley and UBS.

The OSJ is leaving the Raymond James platform to form a hybrid RIA with greater flexibility and access to more resources, Concurrent says.

Let’s take back the narrative by talking about the passionate people who help clients achieve their financial and life goals every day.

$1.2B FourThought Private Wealth joins Focus in Florida, Ancora Holdings Acquires Alpha Insurance in Ohio.

Dorsey has a long history in the RIA custodian market, most recently as chief strategist at Altruist. He will lead the LPL team responsible for its bank, credit union and enterprise clients.