Also, Advisor CRM announces a new data integration partnership to ease the pain of client onboarding.
Carlton will use her experience from Ficomm, United Capital, and Mercer Advisors to foster collaboration and innovation among Merchant's partner firms.
Hannah Moore, founder of Amplified Planning, stresses the importance of critical thinking, why AI is no substitute for human connection, and why behavioral competencies should be trained "from day one."
Meanwhile, AlphaCore Wealth Advisory welcomes Blackstone and JPMorgan veteran as its new chief investment strategist.
Three industry leaders will join the hybrid RIA's president and LPL alum, Andy Kalbaugh, to help guide its organic and merger-based growth strategy.
Latest survey shows digital tactics and empowerment top of mind for early-career advisors to be satisfied with their firms.
Elsewhere in Utah, Raymond James also welcomed another experienced advisor from D.A. Davidson.
The seven-person team based in Michigan, which includes two father-son advisor duos, continues Elevation Point's strategy of supporting growth-focused independence.
NorthRock Partners' second deal of 2025 expands its Bay Area presence with a planning practice for tech professionals, entrepreneurs, and business owners.
Hadley, whose time at Goldman included working with newly appointed CEO Larry Restieri, will lead the firm's efforts at advisor engagement, growth initiatives, and practice management support.
