Heidi Pope

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Bernstein Adds Veteran Talent In San Francisco

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Daniel Eagan will rejoin the firm as senior vice president after a stint at Hirtle Callaghan.

Former Wells Fargo Advisors Bring $215M To Steward Partners

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Faith Harrington and Constantine Harris represent the ninth group of advisors to join Steward so far this year.

Scam E-Mails No Longer Come From A 'Nigerian Prince,' But A 'Vendor'

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E-mail scams are costing businesses billions. Although most are coming from Nigeria, tactics have changed.

Top Schools For Aspiring Financial Advisors

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These 10 schools offer the best undergraduate programs in finance, according to U.S. News & World Report.

Chris Light Named Partner At Foresight Wealth Management

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Light previously served as senior vice president and wealth advisor for Salt Lake City’s Lefavi Wealth Management.

Former Merrill Lynch Advisors With $800M Form Pasadena Private Wealth

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Focus Financial helps a team set up a new shop in Pasadena, Calif.

Alabama Firm Builds Peer Groups For Advisors

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ProEquities is launching peer groups and think tanks for millennials and female advisors.

Fintech Firm Harvest Expands Executive Team

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The firm hires three executives to support its artificial intelligence-driven investor network platform.

Paradigm Leaves Kestra, Taking $600M, Launching RIA

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Paradigm Financial Partners, which serves television, music and sports families, is converting into an RIA.

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