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Who's Moving Where In Wealth Management? – KKR, RFG Advisory, Raymond James
This article details recent personnel changes and strategic moves within the North American wealth management sector. KKR has appointed Lauren Goodwin as managing director and chief investment strategist for its Global Wealth Solutions business. RFG Advisory has added Mark Gilbert and Jim Patrick to its board of directors and invested in Zocks Communications, while Raymond James has welcomed a team of financial advisors from Wells Fargo Advisors Financial Network.