See the latest on the Wealth Management Industry including M&A activity, diversity and inclusion and RIA updates.
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Apollo’s products for individual investors are distributed through intermediaries such as bank wealth channels and registered investment advisers, and the firm doesn’t expect that to change.
Salomon & Ludwin has filed a lawsuit against former employees who launched Founders Grove Wealth Partners, claiming they breached employment contracts and stole trade secrets.
Mike Dolberg describes how he and the team at Apollon recognized the value of culture, partnership, and the freedom to serve clients—and how that realization ultimately drove their growth from $120 million in assets to $7.5 billion.
Wealthcare Capital Partners aims “to meet the needs of select advisors interested in joining Wealthcare.” It has already recruited a Towson, Md.-based advisor with nearly $141 million in assets.