Team switches banks in New York City; another trio who oversaw more than $1 billion in client assets joins from Wealthspire.
Encore Capital Management, based in Glendale, California, affiliated with LPL Financial through the Financial Services Network, an OSJ on the LPL platform.
The wealth management space needs to move beyond traditional models and put advisers at the center of a firm's mission and purpose.
IronBridge Wealth Counsel, which has eight advisers, has offices in seven cities across the country.
The father-and-son team of Bill and W. Grove Stewart will operate as Stewart Wealth Advisory Group in Annapolis, Maryland.
Mother-and-son team in Jacksonville, Florida, will operate as Taras Wealth Management of Raymond James.
Kevin Cooper heads Cooper Family Office Consulting of Raymond James in Boca Raton, Florida.
Sonnenfeld Financial Group is based in Minnesota and Lincoln Capital Inc. in San Diego.
The three advisers, based in Spokane, Washington, will operate as Panorama Wealth Management of Raymond James.
Randall Pickett joins LPL’s employee channel. The Pickett Group of LPL Financial will be the second team to join the Linsco office in Dallas.
The pace of industry recruiting has remained lower since the onset of the pandemic and the work-from-home policies and travel restrictions that followed.
Skafco, based in Dublin, Ohio, is led by Rod Skaf and Wayne Niles.
Peter Carmack exits Wells Fargo and sets up shop as Carmack Capital Management in Lees Summit, Missouri.
Christine Gustafson and her team at Phoenix Wealth Management are based in Phoenix, Arizona.
Dana Pollard and Justin Mishacoff of Woodbury, Minnesota-based Lumitas Wealth Strategies join the firm’s network of independent advisers.
Michael Anania formed The Anania Group of Raymond James in Dublin, Ohio, along with two staff members.
The four advisers will operate as Heberle Helm Ferguson Group in Monroeville, Pennsylvania.
Four-adviser group sets up shop as Questar Capital in Paramus, New Jersey.
The bank was recently acquired by M&T, and its program will add 30 advisers and roughly $6 billion in assets.
Andrew Randak, Nicole Boutmy de Katzmann and Kristian Sedeño, formerly of Fieldpoint Private Advisors, have formed The Mile Creek Global Group.
