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See It Be It Role Model: Ankur Crawford
PRACTICE MANAGEMENT MAR 13, 2022
See It Be It Role Model: Ankur Crawford

Crawford, a portfolio manager at Alger and the mother of three children, formed a networking group for women at the firm and for others in investment and finance.

See It Be It Role Model: Marlōn Hall
PRACTICE MANAGEMENT MAR 13, 2022
See It Be It Role Model: Marlōn Hall

Hall, a regional vice president at Jackson National Life Distributors, founded the Association for Wholesaling Diversity in 2016.

Rising Star: Peggy Haslach
PRACTICE MANAGEMENT MAR 13, 2022
Rising Star: Peggy Haslach

Haslach, who started working as an adviser in her 50s, specializes in veterinarians and wants to continue serving diverse groups.

Rising Star: Mercy Ameyaw
PRACTICE MANAGEMENT MAR 13, 2022
Rising Star: Mercy Ameyaw

Ameyaw, director of municipal bond sales at Raymond James, got into financial services after a 17-year military career, and she’s active in the firm’s Veterans Inclusion Network.

See It Be It Role Model: Thomas Dedrick
PRACTICE MANAGEMENT MAR 12, 2022
See It Be It Role Model: Thomas Dedrick

Dedrick, senior vice president of investments at Raymond James & Associates, worked his way up from the mailroom at Merrill Lynch.

Wealth Enhancement Group adds $287 million RIA
RIA NEWS MAR 10, 2022
Wealth Enhancement Group adds $287 million RIA

The acquisition of Bradenton, Florida-based Integra Capital Advisors brings the Minneapolis-based hybrid's assets to more than $54.7 billion.

Raymond James lands $220 million team from RBC
INDEPENDENT BROKER DEALERS MAR 10, 2022
Raymond James lands $220 million team from RBC

Father-and-son team of James and Christopher Domgard operate as Capital Private Wealth in Lincoln, Nebraska.

CRM provider Wealthbox gets $31 million infusion
FINTECH MAR 09, 2022
CRM provider Wealthbox gets $31 million infusion

Frontier Growth is taking a minority equity stake in the Rhode Island-based fintech.

Hub acquires employee-benefit consultant and insurance broker
LIFE INSURANCE AND ANNUITIES MAR 09, 2022
Hub acquires employee-benefit consultant and insurance broker

The company said it's buying Beaverton, Oregon-based Niedermeyer Risk Management and Kirkland, Washington-based Pacific Northwest Insurance.

Wells Fargo duo managing $210 million go to LPL
RIA NEWS MAR 09, 2022
Wells Fargo duo managing $210 million go to LPL

Brothers Blake and Drew Turner are joining the firm's Linsco employee channel in Atlanta.