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.
The newly launched independent firm, previously managing $750 million at Wells Fargo, extends Dynasty’s reach in the East.
The financial planning fintech’s latest integration aims to make estate planning more accessible across the wealth spectrum.
