Trends
On the Move
Transactions, promotions and new hires in the financial advisory industry.
Reported by PLANADVISER Staff
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Prime Capital Rebrands Qualified Plan Advisers Division
Prime Capital Retirement will be part of Prime Capital Financial in a wider rebrand.
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Advisory M&A News – 6/17/24
Summit Financial adds SRM Private Wealth; Cetera Financial Group welcomes North Ridge Wealth Planning; Adam Udy Group opens office in...
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Fiducient Promotes Goss to President
He will succeed Mark Wetzel in the role and report to Sabrina Bailey, named CEO last year.