News

After seven years, Ascent Wealth Partners Returns to Dynasty Financial Partners for outsourced CFO, compliance and marketing services.

A Q&A with David de Jong, author of a recent book on wealthy German families with fortunes launched by industrialists complicit in the Holocaust.

How this could affect record-keepers and RPAs.

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.