Wealth Management

JUNE 27, 2025

Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all Marc Schechter RIA Q&A: What Was Behind Schechter’s Decision to Sell to Arax? Number 8860726.

Estate Planning 274

Estate Planning Marketing Marketing Wealth Management 274

Wealth Management

JUNE 17, 2025

Sandrew joined the RIA in 2016 and helped it grow from about $3 billion in client assets to more than $21 billion. Now, he will seek to bring advisors onto Mariner’s 1099 affiliation platform for growth opportunities and succession planning. Number 8860726. He has also held senior roles at LPL Financial and Edelman Financial Engines.

Wealth Management 189

Wealth Management Estate Planning Compliance Planning 189

Wealth Management

JULY 3, 2025

Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all thumbnail Career Moves J.P. Number 8860726. Morgan Names New Global CEO of Private Bank J.P. manages about $300 million in client assets.

Wealth Management 165

Wealth Management Recruitment Estate Planning Financial Advisor 165

Wealth Management

JUNE 10, 2025

LifeBridge was started in 2016 and later grew when Jim Morrison joined Rudelson to create a combined firm with Bluespring in 2021 with offices in Houston and Waco. Number 8860726. RIA Bluespring Merges Two Texas-Based Firms to Create $1.4B

Wealth Management 179

Wealth Management Engineering Estate Planning Management 179

Wealth Management

JULY 15, 2025

True North Expands in SF Deals & Moves: Creative Plannings Snag Hawaii RIA; $5.1B According to the suit filed this week, Calcote joined JPMorgan in 2016 and became a private client advisor the following year. Number 8860726. JPMorgan is asking for the TRO while the dispute is undergoing FINRA arbitration.

Clients 191

Clients Estate Planning Wealth Management Planning 191

Wealth Management

JUNE 10, 2025

In 2016, AZ Business Magazine recognized Kerr as one of Arizona’s Most Influential Women. Number 8860726. Kerr began her career at Schwab in 1994 on the Advisor Services trading desk. During her tenure at Schwab, Kerr has held roles in client service delivery, operations, advisors in transition, strategy, and technology.

Wealth Management 147

Wealth Management Marketing Marketing Tax Planning 147

Wealth Management

JUNE 9, 2025

He helped create the National Association of Plan Advisors as a member of the founding Leadership Board, Chair of the Membership Committee and was founding Editor-in-Chief for NAPA-Net which he led until 2016.

Wealth Management 147

Wealth Management Retirement Planning Assets 147