With $96 billion, Binance CEO Changpeng Zhao is closing in on tech titans including Facebook’s Mark Zuckerberg and Google’s Larry Page and Sergey Brin.
Tara M. Brunst pleaded guilty to conspiracy to commit mail and wire fraud, mail fraud and three counts of wire fraud. She was originally charged in September 2020 with co-defendants Raymond A. Erker and Kevin Krantz.
Elliott, the CFP Board’s first African American chair, outlines her priorities in the role, including a focus on proposed changes to the organization's appeals process and greater emphasis on enforcement.
Parthenon has tapped Larry Miles, former CEO of Freestone and former principal at AdvicePeriod, to lead RSM's wealth management business, which will be renamed Choreo.
More than 60% of respondents to a newly-released DeVoe & Company survey expected acquisition activity to continue to climb in 2022, topping 2021's record-breaking year.
The firm has offices in Chicago and Downers Grove, Ill., serves more than 800 clients around the country, and is the latest example of large, $1 billion-plus RIAs coming into the market as acquisition targets.
The team joined Private Wealth Asset Management several weeks after two other advisors left Wells Fargo to head a new division at the RIA specializing in clients’ real estate and energy needs.
