According to the Justice Department, Larry Holley, a pastor at Abundant Life Ministries and the co-operator of Treasure Enterprise, raised nearly $9.3 million from more than 140 investors.
Kelso joins private equity firm The Cynosure Group, along with Savant’s family office investors; CEO Brent Brodeski will retain full control of the $12 billion RIA.
Envestnet MoneyGuide President Tony Leal discusses how 'embedded finance' will push the concept of financial planning far wider in the future—bringing both competition, and opportunity, to financial advisors.
CandorPath Financial's John Kennedy explains how he and his partner have implemented Gino Wickman's Entrepreneurial Operating System as a framework to rapidly scale up their ensemble practice.
