Larry Roth Rebrands Wealth Consultancy, Hires Former Securities America CEO

Larry Roth, the former CEO of two of the largest independent broker/dealer networks, has rebranded his…

Touchstone Investments Revamps RIA Strategy with Key Leadership Hires

Touchstone Investments, a Cincinnati-based fund manager and subsidiary of Western & Southern Financial Group, is boosting…

LPL Hires Chief People Officer from McKinsey

LPL Financial has hired a new chief people officer from consultancy McKinsey & Company, the week…

Chorea Names Growth Head from Edelman; $3B Cherry Creek Hires John Hopkins’ CIO

Choreo Adds Another Edelman Alum to Strengthen CPA Network Choreo, a $27 billion Chicago-based registered investment…

VestGen Hires National Head of Advisors, Director of Insurance

VestGen Wealth Partners, a wealth management firm launched late last year with 10 financial advisory practices…

HarbourVest Hires BlackRock Exec to Boost Wealthy Investor Offerings

(Bloomberg) — HarbourVest Partners has hired an executive from BlackRock Inc. to boost its offerings for…

SharpLink Hires BlackRock Veteran After $2B BitMine ETH Buy

Sharplink, a major public company with significant Ether holdings, has hired a veteran BlackRock executive as…

Motley Fool Wealth Hires Financial Planning Head, AlphaCore Adds CIO

Motley Fool’s Wealth Unit Brings on Financial Planning Head Motley Fool Wealth Management, an affiliate of…

SEIA Hires Financial Planning Lead from Fidelity

Signature Estate & Investment Advisors, a $30 billion hybrid registered investment advisor based in Los Angeles,…

Hightower Advisors Hires Former Osaic Executive as Chief Advisory Officer

Hightower Advisors is poaching a former Osaic executive to serve in the newly created chief advisory…

OneDigital Hires M&A Leader Mango from Competitor Alera Group

OneDigital is looking to boost its merger and acquisition work in wealth, workplace retirement and related…

LinePoint Partners Hires Former Rockefeller Exec as COO, CCO

LinePoint Partners, a recently-launched family office platform, is bringing on Rockerfeller Capital Management’s former wealth management…

Binance Hires Former Gemini Exec for European Push

Binance, the world’s largest cryptocurrency exchange, has appointed Gillian Lynch as its new head of Europe…

$32.6B EP Wealth Hires Integrations Head From Captrust

EP Wealth Advisors, the Torrance, Calif.-based registered investment advisor with over $32.6 billion in client assets, has…

Mastercard to Expand Crypto Team With Two Senior Hires to Drive Blockchain Initiatives

Mastercard is deepening its push into crypto with plans to hire two senior leaders focused on…

Triad Hires Former Fidelity Exec to CFO, Promotes From Within for Wealth Head

Triad Partners, a field marketing firm specializing in retirement saving products, including annuities and insurance, has…

Meta Hires Ex-OpenAI Top Talent For AI Research

Tech company Meta has hired Trapit Bansal, a former key researcher at artificial intelligence company OpenAI,…

SEIA Hires Finance, Consulting and Accounting Vet as CFO

Signature Estate & Investment Advisors, a $30 billion hybrid registered investment advisor based in Los Angeles,…

Mariner Hires M&A Lead Rob Sandrew to Oversee $40B Independent Channel

Mariner is seeking to bolster its independent registered investment advisor channel by hiring Rob Sandrew to…

Edelman Financial Engines Hires Ralph Haberli as New President

Edelman Financial Engines, the registered investment advisor with more than $287 billion in assets under management,…

Elevation Point Hires Heads of Growth, Communications

Elevation Point, a minority investor in independent and breakaway advisors launched last year by former Sanctuary Wealth CEO…

Merchant Investment Management Hires Rich Policastro as Managing Director

Merchant Investment Management, a New York-based private partnership that provides growth capital and other support to…