by
John Weeks
Here are five steps that can ease business owners through the transition.
by FA Staff
Columbia Wealth Advisors of Umpqua Bank in Oswego, Ore., has 50 financial professionals.
by FA Staff
M Capital of Nashville, Tenn., has about $930 million under management.
by FA Staff
Harvan McKenzie Wealth Paratners, led by David Harvan and James McKenzie, managed $503 million.
by FA Staff
Advisors Trevor Johnson and Brian Russo have formed Steeplechase Capital Partners in Newtown Square, Pa.
by
Jennifer Lea Reed
Non-compete clauses are increasingly out of favor politically, but larger RIAs are holding on tight.
by FA Staff
Atlanta-based Bridgeline Wealth Partners is led by Travis Propst and Jason Trent Douglas.
by FA Staff
Kingfisher Capital of Charlotte, N.C., was founded in 1989 by Alexander B. Miles and H.K. Hallett.
by FA Staff
Terri Kallsen previously served as executive vice president of investor services at Schwab.
by FA Staff
Pluff Wealth Management and father-son team Mark and Thomas Lucas joined RBC Wealth Management's Great Lakes complex.
by
Jennifer Lea Reed
The firm's recent expansion of its liquidity and succession program to external advisories may be just the beginning.
by FA Staff
The teams were formerly affiliated with Bernstein Private Wealth Management.
by FA Staff
The acquisitions bolster the wealth manager's presence in the Pacific Northwest.
by FA Staff
Align Wealth Management also has an office in St. Petersburg, Fla.
by FA Staff
PB FAM Private Wealth was previously with Fifth Third Private Bank.
by
Karen DeMasters
Advisors have the upper hand in the broker-dealer recruiting wars.
by FA Staff
Patrick Ricketts and Mindy Helfrich, formerly of Principal Securities, Inc., operate Vintage Financial Group.
by FA Staff
The transaction is Wealthspire Advisors' largest since it was founded in 2019.
by FA Staff
The Slidell, La.-based team will operate as Meyer Rotolo Wealth Management of Raymond James.
