Tiburon Managing Partner Chip Roame said he would not name names, although he did commend Alex Chalekian for speaking out about billionaire investor and advisor Ken Fisher’s inappropriate comments at Roame’s summit.
To support continued acquisitions, Kestra's M&A arm recruits staff from Goldman, AssetMark and online banking firm Kasasa.
Advisor Alex Chalekian says he was 'disgusted' by comments made by the billionaire investor and advisor during a fireside chat at the Tiburon CEO Summit this week.
Ameriprise also welcomed a financial advisor with $168 million in assets under management after more than two decades at Merrill Lynch.
These nine men and women represent the best chief marketing officers and chief technology officers at technology firms that support financial advisors.
In this episode, David Lenok and Geoff Madsen discuss the benefits of using trusts in estate planning.
Envestnet CEO Jud Bergman died in a car accident early Thursday morning. He was 62.
Jud Bergman, who led Envestnet through a 2010 IPO and several acquisitions, was 62.
