Commonwealth Financial Network has announced the expansion of its Talent Exchange Initiative, which aims to connect skilled students from top universities that offer certified financial planning programs with the firm’s affiliated advisers. The initiative is an expansion of the pilot program started at Bentley University last year. It will help...
LPL Financial said advisors Steve Boeckmann and David Wyzgowski, who managed approximately $350 million in client assets at Valic Financial Advisors, the broker-dealer for AIG Retirement Services, have joined LPL’s broker-dealer, RIA and custodial platforms. The pair is launching BW Wealth Management, an independent financial practice based in Scottsdale, Arizona. Boeckmann...
Baird announced that a team of three advisors has joined the firm from Zions Wealth Advisors, where they oversaw more than $500 million in assets under management. Greg Aiken, Ben Blake and Jonathon Bult have joined Baird’s wealth management office in Salt Lake City. Aiken and Blake both will serve...
Financial advisors Megan Stirrat and Tenley Hardt have left Merrill Lynch to join LPL Financial, where they have launched a new independent practice, Revel Private Wealth. Stirrat and Hardt, who specialize in helping women in transition and those in the sports and entertainment industry, decided to break away from the...