Before joining Avantax, acquired by Cetera last year, Michael Molnar spent time as a strategy consultant, equity analyst, successful investor, CPA and dealmaker.
Lynch Retirement Investment Group brings WEG to almost $82 billion and adds a fourth Maryland office.
The bank has repositioned itself to serve ultra-wealthy international clients after closing more than 200 branch locations in the U.S.
Daniel Applegarth and Eric Vrba are the latest additions to the C-suite as Carson Group shakes up leadership.
Prosperitage Wealth's Brian Seymour explains the crucial role coaching played in shaping his career, helping him identify his unique strengths and develop his “super power.”
Open, honest and candid discussion about record keeper assets rising, the importance of convergence, artificial intelligence and more.
Former leaders at Goldman Sachs, Fidelity, Creative Planning and Wealth Enhancement Group have joined to accelerate the firm's growth as a new multicustodial platform for independent advisors.
