Suzanne van Staveren, the chief financial officer of Goldman Sachs’ Personal Financial Management unit, has left the bank to become an executive at Edelman Financial Engines, one of the largest RIAs. She’s now the CFO at Edelman, a Boston-based wealth manager with more than 1.3 million clients and $290 billion […]
joins
CHARLOTTE, N.C., April 06, 2022 (GLOBE NEWSWIRE) — LPL Financial LLC (Nasdaq:LPLA) announced today that financial advisor Gary Edmonds and business management associate Andy Chang have joined LPL, affiliating with Linsco by LPL Financial, the firm’s employee advisor model. They reported having served approximately $360 million in advisory, brokerage and retirement […]