Advisor Dawn Bennett is charged with fraud, technology is bringing wealth management to the masses, and a group of wealthy families joins The ImPact.
“My backyard is now a fast-flowing body of water,” said Byron Ellis, managing director at United Capital in The Woodlands, Texas.
Timing can mean everything, and buyers are preparing to pounce.
A Merrill Lynch advisor hangs up his license after 23 years with the firm to join Midland, Texas–based Syntal Capital Partners.