No less than three new RIAs debuted this week, while Prospera and four other firms announced deals, three made key appointments and one updated its name.
The integration of documented processes with CRM workflows empowers organizations to streamline operations, enhance customer satisfaction and drive sustainable growth.
Bob Thornton and Megan Whalen candidly discuss the fallout from First Republic Bank and building a new RIA backed by private equity firm Summit Partners.
In his new role as CEO of a nascent RIA and multifamily office within a bank-owned trust company, Hopkins hopes to fill a service gap he noticed during his time with Carson Wealth.
