The Ohio-based RIA's total ownership share in BWM rises to 33% after its initial investment two years ago.
The investment will help Truvestments share its Demogronomics model for investment management and client engagement on a larger scale.
Jennifer Main joins Raymond James & Associates – the firm's employee advisory channel in Oskaloosa, Iowa.
A solo adviser joined the firm in Yakima, Washington, and a duo signed on in Durango, Colorado.
Adam Gana, managing partner of Gana Weinstein, joins Bruce to discuss a recent Finra arbitration decision overturned by a court in Georgia. They discuss the case, how Finra abitration works, and what the case means for Finra and for advisers.
Divorce-related issues are specialty of Rehoboth, Massachusetts-based Lars Lambrecht.
Let’s honor Thorvald McGregor, Lilla St. John and other Black pioneers by encouraging and supporting their contemporary counterparts.
Greenwood Village, Colorado-based Brent Hablutzel and Zachary Bond-Stefo will operate as the Hablutzel Group.
Young investors raised the total number of individual retirement accounts to a record 12.3 million, the firm said, while a record 38% of people boosted their 401(k) contribution last year.
