People

Peter Mallouk’s firm took in $500 million in net new assets, and over a hundred new clients, during the past few weeks. 'It’s been our best month in a long time.'

Harvey Golub, retired chairman and CEO of American Express, will take over for Todd Thomson, who will stay on Dynasty’s board of directors.

Despite the market rout and economic uncertainty that hit just after the closing of the acquisition of Ladenburg Thalmann, Advisor Group CEO Jamie Price has put together a new executive team and promises more investment in the company, not less.

Horizons Financial Group will be joining from Triad Advisors and specializes in values-based financial planning services.

Dynasty Financial Partners has hired Harris Baltch to head its Capital Strategies unit.