Leo Almazora
The firm founded by ex-Brinker Capital execs has unveiled an integrated platform that can meet the needs of RIAs, family offices, and institutions.
New analysis projects higher account balance ratios for qualified participants, particularly Black women who max out their contributions.
Allianz Life research reveals more US adults imagining a gradual transition, with two-thirds thinking about working part-time as retirees.
The tech-enabled RIA is helping a privately owned broker-dealer arm its advisor network with a new solution for managing held-away retirement assets.
The fintech provider is helping a national independent broker dealer and RIA drive its next phase of growth with a host of advisor tools.
Advising high-net-worth families and individuals, the six advisors are breaking away from the wirehouse giant to join the $2.5B independent.
Serving multigenerational clients, the three former Janney Montgomery Scott advisors in Connecticut include a 46-year industry veteran.
From data accuracy to active listening and a focus on efficiency and simplicity, the best research platforms for financial advisors lead on several fronts.
The wealth management giant has gotten even more colossal as it welcomes $115 billion in assets and some 1,400 advisors.
The broker-dealer giant has onboarded a husband-wife tandem who previously managed $200M at Edward Jones.
