Advisors, reps and leaders from throughout the industry discussed diversity, equity and inclusion issues during a think tank held in conjunction with the 2023 WealthManagement.com Industry Awards.

Duran, who built and sold United Capital to Goldman Sachs, has revealed his new company, Rise Growth Partners, which will take minority stakes in RIAs and help them become national, scaled platforms.

Fidelis Capital has hired Christopher Gunster from Bank of America Corp. as head of fixed-income strategies

Wolfsen will take over CEO Eric Clarke's role in mid-October. Meanwhile, AssetMark has named Michael Kim, president and chief client officer, as its new chief executive.

In the wake of its acquisition of SVB Private, Michael Wilson will now lead the combined wealth management division.

Advisors are on the move this week, as no fewer than three teams announced they're switching platforms

Many who custody with one or both have seen no major hiccups so far, while some smaller, TD-only firms expressed confusion and frustration.

Summit Financial Group is departing Securian weeks after Cetera closed a deal to purchase that firm’s retail wealth business.

David Canter will transition to a senior strategic advisor role, while Bluespring conducts a search for a new president.