Diana Britton

Fresh off its acquisition of a $45 billion RIA, Pathstone taps former Schwab exec Eddie Brown to lead its organic growth and business development initiatives.

Former InvestCloud CEO John Wise brings over Nicole Nakashian, former COO at InvestCloud, to lead operations at his new technology venture.

Jon Frojen, who spent the last four years as Osaic's CFO, replaces John Gray, who recently moved into the chief accounting officer role at Beacon Pointe.

The $3.4 billion investment firm has hired Jenna Bloomgarden as head of marketing and advisor experience and Brian Terraciano as head of operations.

Allworth adds 25 tax professionals with its purchase of CCA, a CPA firm in Pleasant Hill, Calif.

The deal marks Robinhood’s move into wealth management. The firm says it wants to connect its investors with human advisors.

Front Street Capital Management, which previously used Schwab for custody, has switched to SEI in part because of support for its unique investing activities.

James Craven, head of national sales at the brokerage, will oversee advisor recruiting until a replacement for Brendan Krebs is named.

Mainstay Wealth Management, with over $850 million in AUM, was with Ameriprise Financial Services for 33 years and is now part of Steward’s legacy division.

The $12.5 billion RIA adds locations in Annapolis and Stevensville, Md. with the acquisition of Bay Point Wealth.