Scott Smith is leaving BHFA (BMO Harris Financial Advisors) as the Head of Product Management to pursue new opportunities.

Now that the Bruce Wallace and Joe Black era is over at NWL, Chad Tope has arrived and will take over distribution at National Western...

Paul Haines has decided to leave his leadership role at BOK Financial Advisors to take on the Program Director role at Atlantic Union...

Pete Dunlap announced as Interim President at Citizens Securities

Kevin Martin departs the Presidency role at Citizens Securities.

It’s almost official but word is that Axio is buying Navian. This move gives Axio exposure and expertise in the bank channel. The...

PNC Investments had it’s first $100m quarter. Congratulations to Rich Guerrini, President, and Rob Santillo, Head of Product, for...

After 10+ years leading the sales efforts as NSM at NYCB's investment program, Rick now has the opportunity to take his talents and track...

After 10+ years with LPL, New York Community Bank (NYCB) is migrating from a Hybrid Program to a Managed Program where the 34 Advisors,...

Got a great group coming. Hope you can join us!!!

It was great to see old friends and make new ones at BISA last week!

Great conversations and networking with top notch industry colleagues.