Rob Walton's investment group includes his daughter Carrie and her husband, Greg Penner, along with Mellody Hobson, co-chief executive officer of Ariel Investments.
Schwab Advisor Services and the Charles Schwab Foundation’s grant will pay for new scholarships for undergraduate and graduate certification candidates, and help fund the CFP Board Center for Financial Planning’s upcoming Diversity Summit.
The deal allows $13 billion Homrich Berg to maintain majority control of the firm and fund future M&A.
A new loan enabled by Estancia Capital Partners will allow Snowden Lane to execute its next phase of growth.
Mercer Advisors’ latest deal extends the rapidly growing firm’s California presence.
Alera Group Wealth Services grows AUM to $4.7 billion with its first RIA acquisition, and adds a Pennsylvania office in its wealth management push.
Open, honest and candid discussions about the latest news in the RPA industry.
The offering would increase access to digital assets.