Dooley launched the SPAC in 2021, with the goal of acquiring wealth management firms. It now plans to take Unifund, a consumer debt servicer, public in a $238 million deal.
Craig Savage shares his journey from Goldman Sachs to Credit Suisse, why joining William Blair ultimately won out over launching an RIA and how finding the right culture has enhanced his team’s growth.
An unexpected Melanoma diagnosis forced long-time advisor Lynn Ballou into an early retirement. But the experience has taught her the importance of taking a step back and listening to her body.
Integrated is launching the new insurance business largely due to upcoming changes in tax and estate planning regulations. Peter Kaplan, a former First American Insurance Underwriters vice president, will lead it.
