Pierce will stay on until April 1 as Cetera implements a "downstream" recruiting strategy.

Brandon Corso will work from a new Baird office in the greater Washington, D.C., area.

The Capital Markets Subcommittee called a hearing to examine the DOL’s latest bite at the fiduciary apple, which recently wrapped up its public comment period.

Replacing interim CFO Bill Siemers, who has been in the role since June, Marks has held similar posts at Thompson Reuters, Mercer and Condé Nast.

Fresh off its rebranding from CoastalOne, Realta Wealth has hired Mark Helliker, a former Avantax, LPL and Schwab executive, as chief operating officer.

Greg Wilson, currently the head of Workplace Advisory Solutions for Goldman Sachs Ayco, will serve as head of retirement within Goldman Sachs’ Asset & Wealth Management division.

Jeff Yabuki, chairman and founding partner of Motive Partners, one of InvestCloud's private equity backers, is the permanent replacement for former CEO John Wise.

Since taking over as CEO following co-founder Jud Bergman’s death in 2019, Crager and the company have weathered several storms.

Managing Partner Leah Sciabarrasi will take on additional responsibilities in support of continued growth and increasing complexity at the $5.3 billion Focus Financial Partners firm.

Board chairman James Fox will serve as interim CEO until a successor is found.