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.
The founder of Appaloosa Management has struggled running the Carolina Panthers even as bets on tech stocks boost his personal fortune.
This week, the RIA industry saw at least 11 deals, some key people moves and one rebrand.
In her new role as FPA president, advisor Claudia Cypher Kane will push for title protection for financial planners.
