Flourish Wealth Management President and Founder Kathy Longo tells Michael Kitces why she walked away from the partner track at a billion-dollar independent RIA to open her own business.
Long Island b/d charged in Ponzi scheme, Hewins spins off a new team focusing on family businesses and Vanguard’s got $47 million worth of pot stocks in a mutual fund.
A new take on Wealthfront’s risk-parity fund, Hans Olsen joins Fiduciary Trust Company as CIO and RBC recruits a West Palm Beach team from Wells Fargo.
The ranks of women billionaires are growing faster than men, Focus adds a team of former Merrill advisors and Securian Financial launches its first national ad campaign.