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RIA Roundup: Sunshine Private Wealth Joins Steward from Hightower

Steward adds 1st team to IAR-only channel, Allworth Names New CEO, and other news from WEG, EP Wealth, Kestra PWS, Gaddis Premier Wealth Advisors and Pitcairn.

United statesNew yorkGrove pointLos angelesCity ofUnited kingdomOklahoma cityStone pointJohn bunchAndrew busserJeff gonyoRaymond jamesPat mcclainEdward jonesJ matthew mccarteHarry kirsch

Allworth Financial names new CEO

Allworth Financial announced that John Bunch will succeed co-founders Scott Hanson and Pat McClain as the firm's CEO.

United kingdomScott hansonPat mcclainJohn bunchMutual fundTd ameritradeCharles schwabAllworth financialEvelyn partnersEdelman financial enginesMutual fund store

Allworth Financial Appoints Tom Naratil to its Board of Directors

Folsom, California, Aug. 24, 2023 (GLOBE NEWSWIRE) Allworth Financial, one of the ten fastest growing RIAs in America [1], announced it has named financial services industry veteran Tom Naratil

United statesAllworth coSean harvey allworthScott hansonTom naratilPat mcclainUnited states military academy at west pointGroup ag executive boardYale universityNational business research instituteDepartment of social sciencesStern school of businessOperating partnerLightyear capitalNew york basedAllworth financial

Why I stepped aside as CEO of Allworth

Last week, I announced that I'll be seeking a replacement for myself as co-CEO of Allworth, a firm Pat McClain and I founded 30 years ago.

Pat mcclain

Allworth s Hanson, McClain stepping down as co-CEOs

Scott Hanson and Pat McClain, who started an advisory firm in 19903, announced they are stepping down from their roles as Allworth's co-CEOs.

Pat mcclainScott hansonAllworth financialMoney mattersCalifornia based allworth

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