Wealth Management industry news covering the financial markets, trends and wealth professionals.
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Carolyn Armitage, former managing director at M&A consultant Echelon Partners, will lead the independent advisor platform, currently with 180 advisors.
ProPublica published an article this week detailing that several of the world’s most prominent billionaires paid minimal to no federal income tax in some years, based on confidential tax records.
The Justice Department accused Paul R. McGonigle of defrauding several investors by making withdrawals from their annuities without their approval or knowledge.
Harris Baltch and Jack Petersen, co-founder and managing partner of Summit Trail Advisors, delve into integration best practices, common pitfalls that buyers should be aware of to be successful on their next deal and more.
Cetera completes its acquisition of Voya’s financial planning channel, which will join the firm’s regional director model and be rebranded Cetera Wealth Partners.
