Skafco, which includes financial planners Rod Skaf and Wayne Niles, operates out of Dublin, Ohio; both planners have more than three decades of experience in the industry.
Advisor head count remained flat quarter over quarter, although the independent broker/dealer recruited a record $529 million in new assets during the first quarter of 2022.
After seven years, Ascent Wealth Partners Returns to Dynasty Financial Partners for outsourced CFO, compliance and marketing services.
The founder of Newbridge Wealth Management experiments with various technology tools to always keep improving his client experience.
A Q&A with David de Jong, author of a recent book on wealthy German families with fortunes launched by industrialists complicit in the Holocaust.