Jeff Casey, president and senior financial advisor at CG Financial Services, uses integrations of various programs to achieve efficiency for the $3.1 billion AUM firm.
Monaco Capital and Saling Simms Associates have become the second and third firms to join Steward Partners’ new Legacy Division, established via acquisition late last year.
Astraea Wealth has launched on the Equita platform, focusing on women, LGBTQ clients and “anxious savers,” while Apella Wealth tops $4 billion in AUM with ClearLogic Financial deal.
Roraj Pradhananga, recently appointed co-CIO of Veris Wealth Partners, provides an inside look at the $2.03 billion firm’s model portfolios and impact investing philosophy.
Most ETF issuers have agreed to pay a new maintenance fee to Fidelity, leaving only a handful that investors will have to pay $100 service fees to purchase.
