Shane Morrow discusses leaving insurance-based independent broker/dealer, Lincoln Financial, and how his new firm, IronBridge Wealth Counsel, has thrived with Advisor Group's SagePoint Financial.
Sequoia’s latest acquisition will double assets and clients under the firm’s family office practice and expand its asset management menu across its entire client base.
Service platform NewEdge plans a pivot to acquisitions with a focus on buying the practices of younger, growth-hungry advisors who will then buy and manage firms of retiring advisors in their own regions.
If finalized, the amendments could expand the rule’s scope to further include crypto assets.
In 2012, a confluence of events in Tyrone Ross Jr.’s life, including a failed Olympic attempt, brought him to a dark place. But his experiences have built perseverance and grit that drives him forward.
Open, honest and candid discussions about the latest news in the RPA industry.
The CEO and president of Emigrant Partners discuses the rise of minority investors and how they're reshaping the RIA landscape.
Some shareholders say the $4.1 billion price tag for Focus Financial is too low and doesn’t reflect the trajectory and future of the business—and many hope for a way to remain invested.
With the recent passing of Queen Elizabeth II, it’s an opportune time to ask: What can planners learn from such an impossibly rigid, yet simultaneously extremely transparent ‘plan’?
