The expansion will be focused in Charlotte, N.C.; Austin, Texas; and Nashville, Tenn., which CEO Greg Fleming called "clear growth centers."
The latest battle for the slain rapper's contentious estate is over album cover art and NFTs.
NAPFA Board begins search for CEO to replace Geoffrey Brown, who will step down Nov. 15.
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.
The Wipfli Financial Advisors acquisition comes with a retirement practice and a mass-affluent focused tech platform.
The founder of MarketCounsel discusses competition in the RIA industry and the future of the independent channel.
