Merchant Investment Management's stake will fund Mulholland Growth's acquisition plans of smaller RIAs, and help educate advisors on Redwood's "disruptive" asset management strategies.
McKenna has been serving as interim CEO since March 2022, when former CEO Ed O’Brien accepted a new position as head of technology at Fidelity Institutional.
Matthew Jarvis rose from near bankruptcy to running a profitable independent financial advisory practice. He shares his story plus key teachings on extreme accountability, delivering massive value to clients, and more.
While most advisor advocacy organizations support the intention of the rule, some want to see a "materiality" standard incorporated into the requirements.
Right before advisor Larry Sprung was set to break away and launch his own firm, his brother-in-law, who had suffered from bipolar disorder, died by suicide. Now mental health awareness and suicide prevention are a major part of his life’s work.
