Career Advantage

Jul 09, 2025

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Career Advantage

News

Osaic Exec Disputes Details of Multibillion-Dollar AmeriFlex Split

By John Manganaro

Reports of a surprise $12 billion exodus are inaccurate, Osaic wealth exec Greg Cornick says.

Q&A

Public, Private or PE? Commonwealth Advisors (and Others) Have Decisions to Make

By John Manganaro

Mike Durbin of Cetera talks to ThinkAdvisor about AI, advisor recruiting and why private equity gets a bad rap.

News

$27B RIA Taps Edelman Financial Exec as CEO

By Janet Levaux

Chicago-based Choreo has hired Jason Van de Loo to serve as its new leader.

News

EP Wealth Adds Exec From Captrust

By Janet Levaux

Margaret Jarocki will lead partnership integration efforts for the RIA, which had $32.6 billion of assets in March.

News

LPL Cutting 70 Jobs in San Diego

By Dinah Wisenberg Brin

The layoffs will affect mostly senior and management positions, a local paper reported.

News

Mercer Hits Employee Ownership ‘Milestone'

By Janet Levaux

More than half of its roughly 1,300 employees are now equity owners in the $72 billion RIA.

Resources

The Why & How of Index Options: Nasdaq-100 Benefits & Strategies

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WEBCAST DATE: July 17, 2025

Customization at Scale: Using Direct Indexing to Maximize Tax Benefits and Client Value

Sponsored by Orion

Join this webcast explore how direct indexing can help advisors manage concentrated positions,
mitigate capital gains and harvest losses during key liquidity events.

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