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…

TON Foundation Hires Former Visa Exec to Lead Global Payments

The Open Network Foundation (TON Foundation) appointed former Visa executive Nikola Plecas as its new vice…

LinePoint Partners Expands Executive Team with Key Hires

LinePoint Partners & Co., a family office launched in March as an affiliation for ultra-high-net-worth advisors…

Summit Trail Advisors Hires Jeff Ringdahl as President and COO

Summit Trail Advisors, a Dynasty-backed registered investment advisor with $23.6 billion in assets under management, has…

New Hires at Cetera, Citi Wealth, Parcion, Nordwand

Cetera Names Former Equitable Exec to Lead Indie Business Division Cetera Financial Group has named John…

$2.5B Crewe Advisors Hires New CIO

Crewe Advisors, a Salt Lake City, Utah-based registered investment advisor with $2.5 billion in assets, has…

Schwab Hires Back Exec From LPL to Work with Big RIAs

Charles Schwab has brought back a former employee to take on a newly created role working…

Zurich Hires Sullivan From CNA for US Middle Market Head of Tech; IMA Hires Crochet as National Energy Practice Leader

Jeannie Sullivan Zurich North America, headquartered in Schaumberg, Illinois, hired Jeannie Sullivan as head of technology…

OpenAI hires team behind GV-backed AI eval platform Context.ai

Context.ai, a startup building evaluations and analytics for AI models, announced Tuesday that its co-founders will…

Allianz Commercial Expands US Construction With Hires; IMA Hires Lockton’s Wargo to Lead Property Team

Kristen Hoskinson Allianz Commercial, headquartered in New York City, expanded its U.S. construction team with five…