Former employees of Salomon & Ludwin claim they were under the protections of the Broker Protocol when they departed; they also cited concerns about the RIA’s culture and poor communication.
WEG CEO Jeff Dekko shares his company’s approach to staffing models, strategic decision-making and the significance of organic growth in the financial advisory industry.
The former Fidelity and Bluespring exec will serve on the board of directors at Parallel Advisors, a San Francisco-based RIA backed by private equity firm Golden Gate Capital.
The moves mark the latest examples of consolidation at the RIA aggregator; earlier this year, the firm merged The Colony Group with Buckingham Strategic Wealth.
