RIA Edge

Armitage, who was laid off from Thrivent as part of a larger reorganization of the wealth management business, will bring her expertise to wealth management CEOs.

Oden left Schwab late last year after more than 30 years at the company.

A pair of advisors from Snowden Lane have broken away to create Coral Reef Advisors, a registered investment advisory in Florida’s Ponte Vedra Beach.

No less than three new RIAs debuted this week, while Prospera and four other firms announced deals, three made key appointments and one updated its name.

David Eisenhauer and his team managed $450 million in assets for around 150 clients on the broker/dealer platform.

These full-time executives will help the firm’s advisors network and build relationships with CPAs in their market.

The integration of documented processes with CRM workflows empowers organizations to streamline operations, enhance customer satisfaction and drive sustainable growth.