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Mariner Wealth Advisors is suing Savvy Advisors after several advisers left for the latter firm. Mariner claims the trio of former employees took the trade secrets with them. In its lawsuit filed in Ohio federal court this week, Mariner alleged that former employees Brad Morgan, Nate Kunkel and Tim Gerard, with the help of Savvy,…

Rise Growth Partners, RIA investment company launched by former United Capital CEO Joe Duranhas added Jennifer Geoghegan as chief marketing officer and Tony Ling as managing investment partner. Geoghegan joins from Circle Wealth Management, a registered investment advisor in Summit, NJ, where she was chief operating officer. Prior to that, she served as the first…

Snowden Lane has lured a $1 billion Florida-based advisory team away from Morgan Stanley. Jaime Sanchez Yarza runs the three-person Yarza Group. He will join Snowden Lane Partners as a senior partner and managing director, and the team will work out of Snowden Lane's Coral Gables offices. He will be joined by portfolio director and…

First Summit Capital Management, a Wilmington, Del., advisory team with about $380 million in assets, has moved to LPL Financial from PNC Investments. The team, led by principal owner and Managing Partner Thomas J. Cooney, will join Momentum Wealth Partners, an LPL enterprise. Cooney has 32 years of experience in the industry; previously, he owned…

(Bloomberg) — UBS Group AG is reorganizing its global wealth management arm in the first major move by its new chief executives Rob Karofsky and Iqbal Khan, pursuing its long-term goal of bringing more investment services to the grassroots of its ultra-wealthy clients. As part of the move, UBS will create a new unit —…

(Bloomberg) — JPMorgan Chase & Co . tapped Sanoke Viswanathan to oversee its international wealth business, part of a broader leadership shakeup as longtime executive Mike Camacho leaves the firm. Viswanathan will continue to oversee the bank's international consumer push in addition to his new role, according to an internal memo Tuesday from chief asset…

Growth is one of the most popular topics in this podcast series. While listeners seem to gravitate toward stories of advisors sharing the “secret sauce” of their success, it's the “how to” episodes from top coaches in the industry that are often the most listened to. So this one certainly won't disappoint! In this episode,…

A Dallas-based advisory team with about $580 million in client assets will join NewEdge Advisors, the New Orleans-based RIA partnership platform owned by JP Morgan's NewEdge Capital Group. Fortis Wealth Advisors consists of advisors Erik Linstrom, Ben Roth, Shawn Stanley and Kris Cawthon. They all left JP Morgan Securities to join NewEdge Advisors. The team…

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