Alan Zafran and Eric Harrison, two of the three co-CEOs and founding partners of IEQ Capital, discuss making two leaps to independence from Merrill to Luminous then First Republic to IEQ and share their journey and formula for growth they mastered...
Pershing's Lisa Crafford and Morgan McGovern have resigned from their roles at the RIA custodian.
The move comes several months after Cetera announced it would acquire Securian’s retail wealth business, including its b/d and RIA.
The new platform seeks to bridge the gap that separates asset managers, advisors and clients from alternative investments.
