Karen DeMasters

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Kestra Firms On Opposite Coasts Merge

by FA Staff

Evoke Wealth Management and Maven Bridge Capital have formed one company that operates out of New Jersey and California.

CAIS Plans Alt Investment Educational Events

by FA Staff

The one-day events will give advisors the chance to speak with asset managers on the CAIS platform.

Larry Roth To Head New Realta Wealth Advisory Board

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Roth is a managing partner at RLR Strategic Partners in New York City.

Prospera Launches Family Office Services Platform

by FA Staff

The platform gives advisors to ultra-high-net-worth clients access to a new set of services.

Women Entrepreneurs Are Increasing As Capital Becomes Available, Embarc Says

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Embarc carved out niche among women small business owners, Kelcee Blue said.

Schwab Charitable Donors Had Deep Pockets In 2023

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Despite market uncertainty, donations increased by 31%, Schwab Charitable said.

TIFIN Launches AI Advisor Support Company

by FA Staff

The new firm uses AI to help wealth management firms grow.

Megan Carpenter Named To Board Of Foundation For Financial Planning

by FA Staff

David Yeske is taking over as chair of the board of directors.

Miracle Mile Advisors Adds Seattle Office

by FA Staff

The addition is part of an aggressive growth plan, the Los Angeles-based firm said.

Flourish Offers Fee-Based Annuities

by FA Staff

The platform eliminates the need for RIAs to hold an insurance license.

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