Remember those geeks in high school with glasses and pocket protectors? They could be your next client. By this year, rank-and-file tech employees are expected to generate $100 billion of new wealth, according to Andy Rachleff, CEO of Wealthfr...
Dallas-based Milkie/Ferguson, which sold Provident Royalties, has closed up shop and moved its 26 brokers over to Berthel Fisher & Company.