Atlanta RIA Homrich Berg Appoints New CFO
By Jeff BermanJamie Hennessy will replace Tony Guinta at the end of May, the Atlanta-based RIA says.
May 10, 2021
Ron Rhoades Joins Kentucky Advisory FirmThe finance professor and fiduciary advocate has joined Louisville-based ARGI as a financial advisor and content specialist.
May 10, 2021
CI Financial to Buy $5.1B RIA in San DiegoThe Dowling & Yahnke acquisition will give CI its first San Diego location and is expected to more than double the Canadian firm's assets in Southern California.
May 06, 2021
T3 and ScratchWorks Team Up for Fall Conferences: Tech RoundupMeanwhile, Fidelity model portfolios are now available via JPMorgan's 55ip tax-smart investment strategy platform.
May 06, 2021
Cadaret Grant Adds $2B OSJThe Ohio-based Cedar Brook Group, which has 20 licensed financial professionals, has joined the Atria subsidiary.
May 06, 2021
What Makes a Great Leader? How They ThinkBy comparing your present firm to your future firm, you wear down everyone on your team, including yourself, and just keep moving the goalpost.
May 05, 2021
InvestCloud Acquires Advicent and Its NaviPlan PlatformThe acquisition provides InvestCloud with a competitive financial planning offering, according to Joel Bruckenstein, T3 president.
May 05, 2021
Raymond James Nabs $1.08B Advisor Team From UBSThe Silver Liberatore Group joins Raymond James in Deer Park, Illinois.