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Bill Crager to Step Down as Envestnet CEO Jan 08, 2024 Board chairman James Fox will serve as interim CEO until a successor is found. Tepper’s $2 Billion Hedge Fund Payday Marred by NFL Meltdown Jan 05, 2024 The founder of Appaloosa Management has struggled running the Carolina Panthers even as bets on tech stocks boost his personal fortune. RIA Roundup: Mission Wealth Names Five New Partners Jan 05, 2024 This week, the RIA industry saw at least 11 deals, some key people moves and one rebrand. Kitces Research: Advisor Wellbeing on the Decline Among Minorities, Next Gen Jan 05, 2024 Twenty percent of advisors are “struggling,” particularly minorities and younger industry participants, according to new Kitces research. Dakota Wealth Adds $600M in 2nd Deal This Week Jan 04, 2024 The acquisition of Minnesota-based Ledge Wealth brings Peter Raimondi’s 5-year-old firm to nearly $5 billion in assets. Savant Moves into Florida with $440M FirstWave Financial Jan 04, 2024 The deal with FirstWave represents Savant's 11th acquisition in the last year. Kestra Private Wealth Services Snags Edward Jones Advisor in Oklahoma Jan 04, 2024 Will Gungoll left Edward Jones to create Buffalo Capital, a name that honors his Native American heritage and community in Enid, Okla. New FPA President to Focus on Title Protection in 2024 Jan 04, 2024 In her new role as FPA president, advisor Claudia Cypher Kane will push for title protection for financial planners. Load More first previous … 78 79 80 81 82 83 84 85 86 … next last Load More
Tepper’s $2 Billion Hedge Fund Payday Marred by NFL Meltdown Jan 05, 2024 The founder of Appaloosa Management has struggled running the Carolina Panthers even as bets on tech stocks boost his personal fortune. RIA Roundup: Mission Wealth Names Five New Partners Jan 05, 2024 This week, the RIA industry saw at least 11 deals, some key people moves and one rebrand. Kitces Research: Advisor Wellbeing on the Decline Among Minorities, Next Gen Jan 05, 2024 Twenty percent of advisors are “struggling,” particularly minorities and younger industry participants, according to new Kitces research. Dakota Wealth Adds $600M in 2nd Deal This Week Jan 04, 2024 The acquisition of Minnesota-based Ledge Wealth brings Peter Raimondi’s 5-year-old firm to nearly $5 billion in assets. Savant Moves into Florida with $440M FirstWave Financial Jan 04, 2024 The deal with FirstWave represents Savant's 11th acquisition in the last year. Kestra Private Wealth Services Snags Edward Jones Advisor in Oklahoma Jan 04, 2024 Will Gungoll left Edward Jones to create Buffalo Capital, a name that honors his Native American heritage and community in Enid, Okla. New FPA President to Focus on Title Protection in 2024 Jan 04, 2024 In her new role as FPA president, advisor Claudia Cypher Kane will push for title protection for financial planners. Load More first previous … 78 79 80 81 82 83 84 85 86 … next last Load More
RIA Roundup: Mission Wealth Names Five New Partners Jan 05, 2024 This week, the RIA industry saw at least 11 deals, some key people moves and one rebrand. Kitces Research: Advisor Wellbeing on the Decline Among Minorities, Next Gen Jan 05, 2024 Twenty percent of advisors are “struggling,” particularly minorities and younger industry participants, according to new Kitces research. Dakota Wealth Adds $600M in 2nd Deal This Week Jan 04, 2024 The acquisition of Minnesota-based Ledge Wealth brings Peter Raimondi’s 5-year-old firm to nearly $5 billion in assets. Savant Moves into Florida with $440M FirstWave Financial Jan 04, 2024 The deal with FirstWave represents Savant's 11th acquisition in the last year. Kestra Private Wealth Services Snags Edward Jones Advisor in Oklahoma Jan 04, 2024 Will Gungoll left Edward Jones to create Buffalo Capital, a name that honors his Native American heritage and community in Enid, Okla. New FPA President to Focus on Title Protection in 2024 Jan 04, 2024 In her new role as FPA president, advisor Claudia Cypher Kane will push for title protection for financial planners. Load More first previous … 78 79 80 81 82 83 84 85 86 … next last Load More
Kitces Research: Advisor Wellbeing on the Decline Among Minorities, Next Gen Jan 05, 2024 Twenty percent of advisors are “struggling,” particularly minorities and younger industry participants, according to new Kitces research. Dakota Wealth Adds $600M in 2nd Deal This Week Jan 04, 2024 The acquisition of Minnesota-based Ledge Wealth brings Peter Raimondi’s 5-year-old firm to nearly $5 billion in assets. Savant Moves into Florida with $440M FirstWave Financial Jan 04, 2024 The deal with FirstWave represents Savant's 11th acquisition in the last year. Kestra Private Wealth Services Snags Edward Jones Advisor in Oklahoma Jan 04, 2024 Will Gungoll left Edward Jones to create Buffalo Capital, a name that honors his Native American heritage and community in Enid, Okla. New FPA President to Focus on Title Protection in 2024 Jan 04, 2024 In her new role as FPA president, advisor Claudia Cypher Kane will push for title protection for financial planners. Load More first previous … 78 79 80 81 82 83 84 85 86 … next last Load More
Dakota Wealth Adds $600M in 2nd Deal This Week Jan 04, 2024 The acquisition of Minnesota-based Ledge Wealth brings Peter Raimondi’s 5-year-old firm to nearly $5 billion in assets. Savant Moves into Florida with $440M FirstWave Financial Jan 04, 2024 The deal with FirstWave represents Savant's 11th acquisition in the last year. Kestra Private Wealth Services Snags Edward Jones Advisor in Oklahoma Jan 04, 2024 Will Gungoll left Edward Jones to create Buffalo Capital, a name that honors his Native American heritage and community in Enid, Okla. New FPA President to Focus on Title Protection in 2024 Jan 04, 2024 In her new role as FPA president, advisor Claudia Cypher Kane will push for title protection for financial planners. Load More first previous … 78 79 80 81 82 83 84 85 86 … next last Load More
Savant Moves into Florida with $440M FirstWave Financial Jan 04, 2024 The deal with FirstWave represents Savant's 11th acquisition in the last year. Kestra Private Wealth Services Snags Edward Jones Advisor in Oklahoma Jan 04, 2024 Will Gungoll left Edward Jones to create Buffalo Capital, a name that honors his Native American heritage and community in Enid, Okla. New FPA President to Focus on Title Protection in 2024 Jan 04, 2024 In her new role as FPA president, advisor Claudia Cypher Kane will push for title protection for financial planners. Load More first previous … 78 79 80 81 82 83 84 85 86 … next last Load More
Kestra Private Wealth Services Snags Edward Jones Advisor in Oklahoma Jan 04, 2024 Will Gungoll left Edward Jones to create Buffalo Capital, a name that honors his Native American heritage and community in Enid, Okla. New FPA President to Focus on Title Protection in 2024 Jan 04, 2024 In her new role as FPA president, advisor Claudia Cypher Kane will push for title protection for financial planners. Load More first previous … 78 79 80 81 82 83 84 85 86 … next last Load More
New FPA President to Focus on Title Protection in 2024 Jan 04, 2024 In her new role as FPA president, advisor Claudia Cypher Kane will push for title protection for financial planners. Load More first previous … 78 79 80 81 82 83 84 85 86 … next last Load More