Leo Almazora
The $60B RIA unveils strategic tech partnership for new alts platform, along with new leaders in its private markets division.
Amid other C-suite promotions, the $15B firm’s new chief exec makes it one of the largest woman-led RIAs in the US.
The global fintech provider has snapped up an advisor intent data provider to help asset managers sharpen their digital marketing.
Citizens Financial Group has added a top advisor with nearly $1B in assets from JPMorgan, along with another key hire for its Boston office.
The breakaway duo, managing more than $300M in assets, are joining the employee-owned independent in California.
The high-net-worth group is coming over to join RBC Wealth Management’s advisory complex in New Jersey.
The leading broker-dealer and RIA is adding over $800M in AUM along with a new San Francisco branch office.
The firm, led by a three-decade industry veteran, is hopping to LPL after affiliating with Momentum Independent Network.
The independent wealth platform’s newest leadership hire brings extensive experience from Kestra, Goldman Sachs, and Cetera.
Joining the financial institutions division, the group of advisors and branch professionals strengthens the wealth giant’s presence in Florida.
