The Board cited growth in the numbers of female, Black and Hispanic CFPs, though these groups still represent small portions of the overall profession.
Brin, 48, has a net worth of $111.1 billion, according to the Bloomberg Billionaires Index, primarily thanks to his 6% stake in Alphabet Inc. worth about $97 billion.
Reegan Rae shares her company’s growth philosophy, how it measures growth rates when considering market opportunities and what the future holds for Arnerich Massena when it comes to M&As.
Josh Brown transitioned from mechanical engineer to the Merrill Lynch training program, building a business from zero to $650 million over nearly two decades. Firm changes prompted him and his team to consider their options, launching NorthEnd...
In some cases, applicants claimed they’d gained years of experience in just a few days, or that their annual incomes increased less than one day after a prior application had been denied.
KKR has appointed Todd Builione to the newly created role of global head of private wealth, as that market now accounts for 10%–20% of new capital coming in the door.
