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Celebrity Estates Podcast: Elon Musk's Charitable Limits
Nov 08, 2021
What clients can learn from Musk's story about transferring wealth strategically to take care of family members and the creative use of family foundations to make tax-efficient charitable donations.
Amy Owen and Kevin Campbell
$10 Billion RIA Homrich Berg Opening Florida Office
Nov 08, 2021
The new location will be the firm’s first office outside of the Atlanta metropolitan area, and will be led by two new managing directors who previously managed more than $1.5 billion in assets.
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Pennsylvania Team With $500M Joins Raymond James & Associates
Nov 05, 2021
Jesse Brookreson and Brian Trymbiski will be joining Raymond James from Wells Fargo under the name Great Oak Investment Management of Raymond James.
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Alts Platform CAIS Taps Marketing Exec Abby Salameh as CMO
Nov 04, 2021
Salameh, former CMO of Hightower, has come out of retirement to lead the marketing organization at CAIS, an alternative investment platform for advisors.
Sweet Financial Partners
Minnesota Team With $875 Million AUM Partners With Dynasty
Nov 03, 2021
Sweet Financial Partners, with offices in Fairmont and Jackson, Minn., is joining from Raymond James.
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Ten to Watch in 2022
Nov 02, 2021
Innovators and influencers set to change the industry in 2022.
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Ten to Watch in 2022: Caitlin Cook
Nov 02, 2021
Caitlin Cook is Head of Community at Onramp Invest, Vice president of Operations at Onramp Academy, host of “Chicks of Fintwit” podcast
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Ten to Watch in 2022: Ben Cruikshank
Nov 02, 2021
Ben Cruikshank is Head of Flourish, a subsidiary of MassMutual
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Ten to Watch in 2022: James Dilworth
Nov 02, 2021
James Dilworth is Co-Founder and Managing Partner, Veriti Management
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Ten to Watch in 2022: Gurbir S. Grewal
Nov 02, 2021
Gurbir S. Grewal is Director of Division of Enforcement, U.S. Securities and Exchange Commission
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