Andrew Ober has worked in the industry for over 40 years, including a multi-decade stint at Merrill Lynch. He’s joining Raymond James' independent advisor channel.

After becoming Cresset's first president in May, Nesvold is leaving the rapidly growing RIA on Feb. 11.

Mike Durbin says innovations in generative artificial intelligence are progressing at the same rate among consumers and institutions, while Sanctuary Wealth CEO Adam Malamed is worried about granting it decision-making powers.

Canter will support RIA outreach for the digital alternative investments platform.

Kovitz Founder Mitch Kovitz will serve as vice chairman, while The Colony Group CEO Michael Nathanson takes over as president of Focus Financial Partners.

Luke Winskowski, former head of Thrivent’s advice and wealth management division, has joined 49 Financial as president. The Austin-based RIA with just under $1 billion in client assets was the first outside firm to join Thrivent Advisor Network.

Will Armenta co-founded the "alts-for-advisors" platform with Joe Lonsdale, and advises Lonsdale's $6 billion venture capital fund. He'll be a managing director at Duran's Rise Growth Partners.

Stich, a highly visible wealthtech marketing executive, departs after a little more than a year with the new digital custodian.

Klein, who stepped down as CEO of Nitrogen in November, will serve as a strategic advisor for Fynancial, a new 'Social Financial Platform.'

Molly Nelson is suing her former employer Avantax in Montana federal court, claiming the restrictive covenants she signed would make it impossible to work in the industry.