Dimple Shah will join as Executive Vice President or Corporate Strategy and Iryna Northrip will come onboard as CCO, Investment Strategy, according to the network of independent wealth management firms.
According to the Justice Department, Jeffrey N. Crossland conspired to defraud four churches and a real estate development company of more than $3.5 million.
Douglas Regan, founder and co-chairman of Cresset, discusses growth within the RIA channel.
Hiring mistakes are costly. We asked advisors for their go-to interview questions.