WealthManagement Edge

As director of transitions, Lindsey Strawhecker will focus on streamlining the onboarding process for advisors joining Dynasty.

Cardinal Point Capital Management joined Focus in 2021, specializing in “cross-border wealth management.” Focus CEO Michael Nathanson said the firm would lead Focus’ “consolidation and expansion efforts in Canada.”

Tim Tallach has joined as director of advanced tax planning and family office services, as the RIA continues to expand its family office division.

Thiel's Indivisible Partners is now live and has recruited a former Merrill advisor team, New York-based Woodring I LeRoy Capital Advisors, with about $640 million in client assets.

In addition, an interesting read on understanding large language models and the NCIRP is seeking public comment.

Treehouse Wealth Advisors will acquire The Humphreys Group as part of a long-term succession plan.

Leadership lessons for advisors from the former U.S. Secretary of Defense.