This week Jeff and Chuck are joined by Brad Genser, co-founder and CTO of Farther Finance. Continuing down the path of their three part series, Jeff and Chuck talk with Brad about Farther's "tuck-in" strategy of going RIA.
Brian Addington will join the firm’s San Francisco office, while Theresa Allen is joining its Newport Beach, California, office.
The integration provides advisors with proposal generation tools, analytical features, trading workflows and the ability to integrate data on structured investments into client reports.
James Forsyth and Steven Miller, who operate as the Valencia Group, will be Steward Partners' first team in the Los Angeles metropolitan area.
Bruce and Jeff are joined by Adam Cox, executive vice president and chief wealth management officer at First National Bank in Sioux Falls, South Dakota. In addition to running his own award-winning podcast, 'Common Sense on the Prairie,' Adam walks us through how he's led the growth and hybrid development of First National Bank to provide a variety of banking and RIA services to clients.
Minnetonka-based QA Wealth Management specializes in working with Big 4 tax, audit and consulting professionals,
The redemption announcement comes after the UK-based lender said it had erroneously sold $15 billion more structured notes and ETNs over the course of about a year than it had registered for.
Willard Causey and two staffers operate as Causey Financial Group in Durham, North Carolina.
Rockville, Maryland-based Grove Point has $15 billion in assets and roughly 400 advisors; it was known as H. Beck before Kestra acquired it in 2017.
Michigan-based CG Advisor Network, which had custodied with TD Ameritrade, will now use LPL as its primary custodian and broker-dealer.
