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Girard President Dave Geibel

Girard Names David Geibel President Girard Names David Geibel President

David Geibel is the new president of Girard, replacing Kevin Norris, who recently retired.

byDiana Britton, Moderator, Managing Editor

Jul 13, 2020

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1 Min Read

investment data

Wealthspire Launches Outsourced CIO Services Wealthspire Launches Outsourced CIO Services

byDiana Britton, Moderator

Jul 9, 2020

1 Min Read

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Brookstone Capital and FormulaFolios Merge to Form $6.5 Billion RIA Brookstone Capital and FormulaFolios Merge to Form $6.5 Billion RIA

Jul 9, 2020

1 Min Read

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Reality Shares Adds Tyrone Ross to Board of Directors Reality Shares Adds Tyrone Ross to Board of Directors

byDiana Britton, Moderator

Jul 9, 2020

1 Min Read

mercer-advisors

Mercer Strikes Again, Acquiring $910 Million RIA Mercer Strikes Again, Acquiring $910 Million RIA

byDiana Britton, Moderator

Jul 8, 2020

1 Min Read

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Thrivent's New RIA Platform Recruits First Outside Firm Thrivent's New RIA Platform Recruits First Outside Firm

byDiana Britton, Moderator

Jul 8, 2020

1 Min Read

Edward Jones

Edward Jones, Commonwealth Rated Highest for Advisor Satisfaction

Edward Jones, Commonwealth Rated Highest for Advisor Satisfaction

byDiana Britton, Moderator, Managing Editor

The Hill Group Exits Morgan Stanley for Sanctuary Wealth

The Hill Group Exits Morgan Stanley for Sanctuary Wealth

byAsia Martin, Reporter

Ameriprise financial

Michigan-Based Advisor Returns to Ameriprise After 23 Years

Michigan-Based Advisor Returns to Ameriprise After 23 Years

byDiana Britton, Moderator, Managing Editor

Advice in Hollywood During the Pandemic

Advice in Hollywood During the Pandemic

byErick Bergquist

eMoney Sponsoring Advisor’s FinTech Challenge

eMoney Sponsoring Advisor’s FinTech Challenge

byAsia Martin, Reporter

Former Stifel Recruiting Head Joins Cetera

Former Stifel Recruiting Head Joins Cetera

byDiana Britton, Moderator, Managing Editor

Charles 'Chip' Roame Leaves Envestnet Board

Charles 'Chip' Roame Leaves Envestnet Board

bySamuel Steinberger, Senior Technology Editor

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Athlete-Focused Advisors Trend Towards Independence

Athlete-Focused Advisors Trend Towards Independence

byAsia Martin, Reporter

Dynasty Opens Up Financing to Outside Firms Via Envestnet Partnership

Dynasty Opens Up Financing to Outside Firms Via Envestnet Partnership

bySamuel Steinberger, Senior Technology Editor

Gabe Woodward of Woodward Diversified Capital

Well Fargo's RIA Channel Now at 13 Teams, $6 Billion in AUM

Well Fargo's RIA Channel Now at 13 Teams, $6 Billion in AUM

byErick Bergquist

Wells Fargo

Wells Fargo FiNet Adds $3.2 Billion in Recruited Assets Since March

Wells Fargo FiNet Adds $3.2 Billion in Recruited Assets Since March

byErick Bergquist

Transparency with Diana B podcast

Transparency with Diana B.: How John Hyland Fought Cancer and Won—Three Times

Transparency with Diana B.: How John Hyland Fought Cancer and Won—Three Times

byDiana Britton, Moderator, Managing Editor

Hightower Names Stephanie Link New Chief Investment Strategist

Hightower Names Stephanie Link New Chief Investment Strategist

byDiana Britton, Moderator, Managing Editor

Creative Planning Wealth Management President Peter Mallouk

Q&A: Peter Mallouk on His Latest Acquisition, M&A and Plans to Re-Up TV Ads

Q&A: Peter Mallouk on His Latest Acquisition, M&A and Plans to Re-Up TV Ads

byErick Bergquist

Cary Street Acquires $215 Million AUM Waypoint Advisors

Cary Street Acquires $215 Million AUM Waypoint Advisors

byDiana Britton, Moderator, Managing Editor

SEC seal

President Trump Taps Caroline Crenshaw for Open SEC Seat

President Trump Taps Caroline Crenshaw for Open SEC Seat

byPatrick Donachie, Senior Reporter

Steward Partners Attracts First Team to 1099 Model

Steward Partners Attracts First Team to 1099 Model

byDiana Britton, Moderator, Managing Editor

Addepar Hires BlackRock Veteran Ruchir Swarup as CTO

Addepar Hires BlackRock Veteran Ruchir Swarup as CTO

byDavis Janowski, Senior Technology Editor, WealthManagement.com

$1.6B Advisor Team Leaves AXA to Form Octavia Wealth Advisors

$1.6B Advisor Team Leaves AXA to Form Octavia Wealth Advisors

byAsia Martin, Reporter

Cresset office

Fast-Growing Cresset Acquires PagnatoKarp to Create $9.5 Billion RIA

Fast-Growing Cresset Acquires PagnatoKarp to Create $9.5 Billion RIA

byDiana Britton, Moderator, Managing Editor

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Advisor in Dynasty’s Backyard Leaves UBS to Start His Own Firm

Advisor in Dynasty’s Backyard Leaves UBS to Start His Own Firm

byAsia Martin, Reporter

Morgan Stanley

Morgan Stanley Sued for Race Bias by Former Head of Diversity

Morgan Stanley Sued for Race Bias by Former Head of Diversity

byPatricia Hurtado

Raymond James Fires Employee Over Black Lives Matter Clash

Raymond James Fires Employee Over Black Lives Matter Clash

Raymond James Fires Employee Over Black Lives Matter Clash

SEC Seal

SEC Charges Advisor for Senior Fraud

SEC Charges Advisor for Senior Fraud

byAsia Martin, Reporter

TD Ameritrade Institutional Rolls Out RIAConnect Matching Service

TD Ameritrade Institutional Rolls Out RIAConnect Matching Service

byAsia Martin, Reporter

Muirwood Private Wealth Leaves Merrill Lynch for Sanctuary Wealth

Muirwood Private Wealth Leaves Merrill Lynch for Sanctuary Wealth

byErick Bergquist

Advisors Fear Backlash For Speaking Out

Advisors Fear Backlash For Speaking Out

byAsia Martin, Reporter

money market

Cash Deals Rising in RIA M&A

Cash Deals Rising in RIA M&A

byErick Bergquist

Peter Mallouk

Creative Planning's Peter Mallouk on PPP Loans, Social Justice and Going Back to the Office

Creative Planning's Peter Mallouk on PPP Loans, Social Justice and Going Back to the Office

byErick Bergquist