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IN Client optimism sinks to 2026 low, CFP Board survey findsWM People Moves: Mercer Advisors Hires Wealth.com, Meta Alum as VP of DataIN Nevis wants AI agents that act. Schwab says not yetWM Former Edelman CEO Larry Raffone Joins Son's RIA as Executive ChairmanWM Kestra's Bluespring Acquires $920M Whitaker-Myers Wealth TeamIN Beacon Pointe buys $637M ACT Wealth in bet on airline pilot clientsWM JPMorgan Adds Merrill Alums To Boost California, Southeast BusinessIN Do RIAs really need PE?IN Harbor Capital funds sue ZoomInfo over alleged $1.2B insider stock dumpWM Mesirow Taps Bank Exec Shawn Beber as CEO

Moves

People Moves: Mercer Advisors Hires Wealth.com, Meta Alum as VP of Data

By Alex Ortolani · WealthManagement.com ·

Image: WealthManagement.com

In other moves, a technology veteran takes a new client experience role at Envestnet, Truist hires a new compliance chief, Fiduciary Trust hires a national trust lead, and DriveWealth promotes five.

Summary as published by WealthManagement.com
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