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Top Financial Advisors, Wealth Planners and RIAs are covered in this section. See the latest on financial career moves and succession plans.

Highlights

Vanguard Launches New Advice and Wealth Management Division

Dec 10, 2024

The initiative will be led by Joanna Rotenberg, who is joining the company from Fidelity.

Wealthies Choir co-founders Sonya Dreizler and Liv Gagnon

Diversity Tech Platform Choir to Shutter at the End of 2024

Dec 10, 2024

The company offering certifications gauging industry conferences’ diversity commitments is ending, with its co...

Merit Financial Lands $603M Pennsylania Firm

Dec 10, 2024

Trinity Financial Partners President Robyn E. Jameson will become a managing director and partner at the $12...

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