RIAs and RIA vendors churn talent madly in March and April '18 as 'New Moves in the Biz' captures 35 of them
Serial HR moves by Raymond James, FinMason, American Century and Vestwell helped them expand into new territories, add job descriptions and more varied product lines
HighTower
|Evercore
|American Century
|SageView
|Vanguard Group
|Trizic
|Sequoia Financial Group
|Insight Wealth Strategies
|Vestwell
|Halite Partners
|Stan Smith
|SaveDaily
|Maral Boyadjian
|Brent Randol
|Rollin Ellis
|John Carey
|Matthew Abatecola
|Margaret Dorn
|Benjamin Thomason
|John Skovron
|Drew Lawton
|Paul Jakubowski
|Econoday
|Matthew Pullar
|Michael Milmoe
|Gregory Jones
|Pragna Shere
|Fred Alger Management
|Independent Advisor Alliance
|Thomas Olchon
|Dien Yuen
|Ric Butler
|Bryan Lawson
|Jon Reidenouer
|Jon LaNasa
|Harvest Exchange Corp.
|Robert Caputo
|Jared Longhitano
|Jonathan St. Clair
|IHT Wealth Management
|Nicci Harrell Hicks
Related Moves
Marty Bicknell buys a second M&A shop 10 years after the first • Advisor360 repeopling includes new people officer, and seven other major hires • By women, for women corporate RIA nets 10th partner
Mariner CEO is again reversing the predatory script • Some 53% of Advisor360's 15-strong senior management joined the firm in the last 12 months • LGBTQIA+-friendly corporate RIA grows AUM to $283 million, after three new partners join.
September 5, 2024 at 3:31 AM
Salim Ramji, who BlackRock may have shunned for Larry Fink's job in January, is named Vanguard CEO -- now he has to reassure investors he believes in the Vanguard way, even as an ex-Wall Street wolf
The Malvern, Pa., firm is hiring an executive with impeccable credentials and proven ambition as lawyer, McKinsey partner and power executive on Wall Street
May 15, 2024 at 12:48 AM
During CEO Tim Buckley's waning months, Vanguard is imposing fees that may affect its older investors, while hand-off to Ascensus of certain IRA and 401(k) products also comes with some sticker shock
The Malvern, Pa., giant transferred SEP IRA and 401(k) assets to its recordkeeper, which immediately imposed new fees, while Vanguard's new pricing schedule includes a commission to phone in Vanguard fund sales or purchases
May 2, 2024 at 1:27 AM
Aaron Schumm unveils expanded Vestwell vision -- and M&A plan -- and hires Danya Dumbrill to detail it as a 'strategy' to 'lead the savings industry' -- a leap from the 'grueling affair' of recordkeeping micro 401(k) plans
The Vestwell CEO hired the ex-Goldman Sachs executive as 'chief strategy officer' but with a budget and mandate to start buying up and stitching together 'savings' companies.
September 14, 2023 at 2:59 AM
See more related moves
Raymond James Financial Inc.
Asset Custodian
Top Executive: Bill Van Law
SageView Advisory Group, LLC
401k Plan Consultant, Advisory Firm
Top Executive: Randy Long
Insight Wealth Strategies
RIA Seeking to Hire Advisors
Top Executive: Anthony Ortale
