Geoff Rhizor Joins Technology Group as a Managing Director

LPL Financial LLC announced that financial advisors Christina McConnell, CRC®, ADPA™, Laura Long, CRPC™, AWMA™, MBA, and Jay Tillman, CPWA®, CIMA®, CFP®, RICP®, CLU®, have joined LPL Financial’s supported independence model, LPL Strategic Wealth Services (SW). The team reported having served approximately $375 million in advisory, brokerage and retirement plan assets* and joins LPL from Wells Fargo Financial Advisors Network (FiNet). Based in Davidson, N.C., just north of Charlotte, 4Point Wealth Management was founded in 2006 with...

Team joins from Merrill Lynch and establishes a third Florida location

Demonstrating its dedication to growth and client value, the firm strengthens its team with top industry talent

Advisors can now access expertise from Franklin Templeton’s specialist investment managers though the Orion Communities and Orion Portfolio Solutions platforms

GTN, a global fintech redefining investing and trading for all, is pleased to announce the appointment of Ahmad Abouardini as Middle East Relationship Manager. Ahmad, a seasoned professional with over eight years at Saxo Bank overseeing strategic relationships and platform sales in the Middle East, brings a wealth of experience in trading platforms, investment banking, and asset management sales. Before joining GTN, Ahmad held senior roles at Nykredit and Aiia (a Mastercard company), where he managed strategic relationships and led sales and business development...

New CMO joins all-in-one tech platform after stints at Northern Trust, Schwab, Hightower, and more

Acquisition further expands Janus Henderson’s private credit and institutional capabilities Victory Park Capital has a nearly two decade-long track record in asset-backed focused private credit Victory Park Capital complements Janus Henderson’s existing highly successful securitized credit franchise