Arthur Ambarik shares the story of Perigon’s evolution from a small firm with under $150 million in assets under management to its current status of about $6 billion in AUM.
Cerity Partners taps the KPMG tax veteran to source new talent, with a focus on adding CPA professionals, and contribute to international expansion efforts.
Wealth management is a relationship-driven business. It takes an experienced financial professional with a keen understanding of behavioral finance to be a successful advisor.
White-label technology lets advisors offer cash management services to clients, including access to high-yielding FDIC-insured depository accounts through a marketplace of banks and credit unions.
Focus Financial co-founders Rajini Kodialam and Lenny Chang are leaving their executive roles at the firm, according to a source, and CEO Rudy Adolf may not be far behind.
