With its deal to acquire Oakbridge Partners, Homrich Berg doubles down on its market position in Atlanta. It also brings the firm into the M&A market for $1 billion-plus RIAs.
Katherine Forrester Schneewind left a country music career behind to follow her dream of becoming a financial planner so she could help others take control of their financial destinies. In 2019, after building the practice to $500 million in AUM...
Envestnet's 2021 Advisor Summit and Informa Connect's RIA Edge are among the first Choir Certified and Inaugural Partner conferences: those working toward raising the visibility of women, nonbinary people and people of color onstage.
The commission argued Pennsylvania-based Ambassador Advisors breached its fiduciary duty by investing client funds in mutual fund share classes with 12b-1 fees when more affordable options were available.
Under the opt-in program, an advisor agrees to contribute a portion of their revenue, typically between 10% and 20%, in exchange for upfront cash and equity in Merchant-backed Private Advisor Group.
For Brock Moseley, the choice to leave Morgan Stanley for a second time, in 2007, to launch RIA Miracle Mile Advisors was about living true to his ethos. He built the independent firm from the ground up based on everything he couldn’t find...
