Social Media Ideas for Devin J. Garofalo; Finance; Colonial River Wealth Management

Founder and Senior Wealth Advisor of Colonial River Wealth Management, Devin J. Garofalo, Recognized as 2025 Summit Leve...

Devin J. Garofalo earns national recognition from LPL Financial for his continued leadership, advisory excellence, and dedication to long-term client relationships. The post Founde...

Founder and Senior Wealth Advisor of Colonial River Wealth Management, Devin J. Garofalo, Named Chair of Marketing for t...

Garofalo will support advisor engagement, communications, and advocacy efforts connected to LPL Financial's government relations initiatives. MIDLOTHIAN, Va., June 4, 2026 /PRNewsw...

Wells Fargo Adds $1.7B Connecticut Team From RBC

The Sheresky Samsen Group includes brothers Steven and Jeffrey Shereseky, as well as Jeffrey Samsen and Steven’s son Kenneth.

Sean Vazquez, Founder of PMV Financial, interviewed on the Influential Entrepreneurs Podcast Discussing Legacy Planning

Brean Capital Appoints Patrick DellaValle as Managing Director, Whole Loans

G.S. Wilcox & Co. adds West Point grad, U.S. Army veteran Mansbach as VP

G.S. Wilcox & Co. announced the recent addition of Ryan Mansbach to the firm where he will serve as vice president. In his role, he will focus on sourcing debt and equity finan...

LPL Firm Specializing In Bank-Based Advisor Recruitment Attracts $725M JPMorgan Advisor

Alan Feutz brings 25 years of experience serving high-net-worth clients and will move to Genesis Wealth to operate out of the firm’s newly opened branch on Chicago’s North Shore.

Reynolds Joins Farmers National Investments

CANFIELD, Ohio – Farmers National Investments recently added Josh Reynolds, senior investment executive, to its team.  Reynolds has been in the financial services industry for 22 y...

Marc Hernandez, Founder of MAH Financial Services, Discusses Aligning Portfolios with Risk Tolerance on TMJ4’s The Morni...

Edelman Financial Engines Names New CFO, Restructures Wealth Planning Team

The $300 billion RIA brings on Steve Gaven from SageView Advisory and names Ro Mehrotra to lead its wealth planning division, among other executive shifts.

Three Focus Financial RIAs Merge to Form $10B Firm

Coastal Bridge Advisors combines with Waddell & Associates and One Charles Private Wealth, creating an entity with 72 professionals and eight offices across the country.

Financial veteran Dudick named senior vice president, team leader at Provident Bank

Provident Bank announced May 27 that Jessica Dudick has been promoted to senior vice president, team leader, with the bank’s Monmouth/Ocean commercial and industrial lending team. ...

Wavvest Recruits $1.4B Advisor to In-House RIA

Vinnie Maliakkal managed $1.4 billion at Charles Schwab for 11 years before joining the AI-native wealth management platform as managing director and founding advisor.

Sean Vazquez, Founder of PMV Financial, Interviewed on the Influential Entrepreneurs Podcast Discussing Long-Term Care

$3B Former Wells Fargo FiNet Team Launches Own RIA

The 22-person Jacksonville, Fla., team, led by four partners, will use First Clearing for custody and TradePMR for middle-office support.

Alejandro Hernandez III J.D., Joins Finseca and NAIFA, Reinforcing ARH Global Advisors' Commitment to Fiduciary Excellen...

I am honored to have been accepted as a member of both Finseca and the National Association of Insurance and Financial Advisors (NAIFA). MANHATTAN, N.Y., July 6, 2026 /PRNewswire-P...

People Moves: $6.9B Private Markets Firm Willow Wealth Names President

Also, $16B RIA Caprock hires an ESG-investing head, upstart RIA Balefire hires a corporate retirement plan lead, and Calamos Investments adds to its wealth advice team.

Hightower Signature Adds Trio of Practices with $5B

Hightower’s branded W-2 channel expands its footprint to $35 billion across 40 locations.

Hall Financial Advisors: Best in Class

Accessible as they are approachable, Hall Financial Advisors guides clients through every stage of life.

Beach Point Capital hires Louis DiFranco as it launches insurance client drive

Global alternative investment firm Beach Point Capital Management has appointed Louis DiFranco to lead a new strategic insurance solutions initiative.  The new initiative will expa...

Peapack Capital names Mehosky as senior managing director, national sales manager

Peapack-Gladstone Financial Corp. and Peapack Private Bank & Trust announced June 10 that Michael Mehosky was appointed senior managing director, national sales manager of Peap...

Kearny Bank bulks up service to mid-size firms by adding veteran corporate banking team

Kearny Bank has assembled a veteran team of corporate banking representatives to expand its service to mid-sized businesses. Led by Linden resident Tom Woroniecki, senior vice pres...

My quest to graduate 500 CFP-ready advisors a year

With a $10M gift to create and run a school of financial planning, Ric Edelman aims to solve the retirement readiness crisis and wealth management's talent shortage.

Wells Fargo FiNet Firm Adds $1B Team in Palm Beach

Wells Fargo gets another win for its FiNet division even as it continues to speak with RIAs about a new fee-only RIA channel slated to come next year.