Reps with UBS' Athletes and Entertainers Group will provide “holistic” financial advice to prepare athletes for their post-NFL careers. Other firms with the designation include Goldman Sachs and Morgan Stanley.
The alts-focused investment manager reorganizes to expand affiliation options and welcomes three recruits with more than $560 million in assets.
This year’s crop includes major books by two of the best business writers working today.
AFS 401(k) Retirement Services and AFS Financial Group is a retirement plan and wealth management consulting firm with $2.3 billion in assets under advisement.
Reverence is seeking to sell up to 20% of Osaic, the broker/dealer network that rebranded from Advisor Group earlier this year.
Paul Simons created his new RIA on the Dynasty Financial Partners platform.
