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The Anya Institute for Human Revolution aims to help advisors bring clients a more enlightened approach to financial planning.

Rich Steinmeier always wanted to lead a company, but that timeline suddenly became expedited with the firing of LPL CEO Dan Arnold.

Keller will step down on April 30, 2026, with the Board planning a search for his successor in the coming year. In a LinkedIn post, Keller wrote that “leading well means leaving well.”

International Assets Advisory’s Matthew Lampman will work alongside CEO Ed Cofrancesco to run the firm and the platforms for its more than 200 registered representatives.

Jarrod Biebel, a former Raymond James advisor, has created TrekNorth Investment Management in the Denver area, while James Horn, a former Edelman advisor with two offices in upstate New York, has founded Matterhorn Private Wealth.

Alex Pape, a former global head of product at Aladdin, will oversee the development of AssetMark’s technology.

The association is mourning former CEO Mahoney, who passed away Saturday, while implementing a planned search process for his successor.