Moves
People moves: XYPN president Vince Hockett to retire in 2027
Also, SEI names LPL’s Kristie Edling-Day as CIO, TD Bank U.S. taps Hardeep Walia to lead wealth, and BMO adds an Illinois regional president
Summary as published by InvestmentNews
More on SEI
SEI hub →Wealth Solutions Report · Oct 20, 9:40 AM ET
Investments Roundup: CAIS, Alto, Morningstar, AssetMark And More
More on LPL Financial
LPL Financial hub →InvestmentNews · Oct 21, 3:03 PM ET
LPL taps veteran Hullings to lead recruiting in post-Commonwealth deal eraInvestmentNews · Oct 20, 2:04 PM ET
Jump, Zocks double down on AI meeting leadership with new partnershipsInvestmentNews · Oct 20, 11:53 AM ET
Osaic reels in LPL team with $2.3 billion in assetsWealth Solutions Report · Oct 20, 9:37 AM ET
Deals & Recruiting Roundup: VestGen, CAPTRUST, FFP, Rothschild And More
Financial ADVSR links to reporting from across the industry. This story was reported by InvestmentNews. Financial ADVSR is not affiliated with InvestmentNews. Updated every 10 minutes.