by
Joyce Blay
Josh Lavender has extensive experience navigating the institutional marketplace.
by
Joyce Blay
Fred Fryer and his team were formerly with Edward Jones.
by
Joyce Blay
Will Eide will focus on advising companies in the legal, regulatory and compliance technology sectors.
by
Joyce Blay
Old Town Advisors in Albuquerque is owned by David Baland and Liatriz “Lia” Levy.
by FA Staff
The new affiliates manage about $355 million in client assets.
by
Joyce Blay
Luis Miguel Gonzalez Ocque works with wealthy clientele in Latin America.
by FA Staff
John Claghorn III and his two sons operate the Claghorn Group in New York City.
by
FA Staff
The course is designed to help planners better understand how to assist their clients with the challenge of financing a college education.
by FA Staff
Rhonda McNiel joined RJA, the firm's advisor channel in Fort Lauderdale, Fla.
by
Jason Kelly
The former NFL quarterback's HGGC has gathered $7 billion in private equity funds.
by FA Staff
Canter joins an RIA acquirer that has bought six RIA firms since it was created in 2019.
by
Karen DeMasters
Compliance Risk Concepts added a former Finra member to its staff.
by
Raymond Fazzi
The platform for breakaway advisors closed on the deal with Kennedy Lewis Investment Management in New York City.
by FA Staff
Scott Anderson and Matt Anderson operate Anderson Wealth Management Group in Lake Oswego, Ore.
by FA Staff
Parker, Kvasnak & Associates, based in Burlington, Vt., will join Rockefeller's Southeast Division.
by
Joyce Blay
The M&A transaction is Avantax's first practice acquisition in Florida.
by FA Staff
Trevor Ronderos will be based at Alex. Brown's Brickell Avenue branch in Miami.
by FA Staff
The women-owned Starks adds $250M to Mercer's AUM.
by
Joyce Blay
The team's leader and founder, Marilyn Neckes, is a former television producer who became a financial advisor.
by FA Staff
Kuosen Fung, an industry veteran, had been with Merrill Lynch for more than two decades.
