Various executive appointments and past employment details were reported for companies including Cetera Financial Group, Wealth.com, LPL Financial, and Morgan Stanley.
4 reports, 3 independent
Updated Sep 2
Gone quiet
Reached 3 outlets in its first 24 hours
- Reports
- 4
- Developments
- 8
- Repetition
- 25%
New informationRepeats or wire copies
AI-generated analysis. Brind wrote this summary from the reports listed below. It can be wrong. Each section says how much you can rely on it, and the sources are linked so you can check.
What happened
Various executive appointments and past employment details were reported for companies including Cetera Financial Group, Wealth.com, LPL Financial, and Morgan Stanley.
Who's involved
What this event is mainly aboutHow it developed
Newest first. Tap a step to see who reported it.- Mike Holtschlag was appointed EVP of Banking and Lending at LPL Financial on June 30, 2025, after spending 17 years at Fidelity Investments.Sub-event
- LPL Financial welcomed Nicole James to its team, who joined from Osaic.Sub-event
- LPL Financial is acquiring Commonwealth advisors while facing competition from Osaic and recruitment efforts from Raymond James.Sub-event
- Skyward Financial transitioned its team from Wedbush Securities to LPL Financial on August 26, 2025.Sub-event
- Patrick Burke and Tim Powell are joining LPL Financial, which is based in Tarka.Sub-event
Reports detail executive appointments and past roles at companies like Wealth.com, Hartford, and Morgan Stanley.1 source
Cetera Financial Group's RIA, TRPG, completed the acquisition of First Financial.1 source
- Former LPL CEO Mark Casady joins Savvy Wealth board.
Keep exploring
The entities involved
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Cetera Financial Group
Financial services provider in California, US
Nothing else this week.
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LPL Financial
independent broker-dealer in the United States
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Morgan Stanley
U.S. investment bank
Coverage
Newest first; wire copies grouped- Business WireWealth.com Strengthens Leadership With New Advisory Board Appointments Recognized financial services and technology executives join Wealth.com’s Advisory Board, reinforcing company’s rapid growth and
- Wealth ManagementCetera, LPL and Raymond James Bolster RIA Channels You can find original article here Wealthmanagement. Subscribe to our free daily Wealthmanagement newsletter. Some of the country’s largest broker/d
- PR NewswireThe Retirement Planning Group (TRPG) Closes Acquisition of First Financial Advisors, Inc. Deal brings more than $300 million to Cetera and expands TRPG's footprint into Michigan SAN DIEGO, Aug. 20, 2
- Unknown outlet