Digesting everything in the new law will take some time as financial advisors will have plenty of interpreting and educating to do.
The acquisition of Cribstone Capital Management was EP Wealth's sixth deal of 2022.
The nine-member group, which will do business as Fountain Financial Group, had been affiliated with First Horizon Advisors.
Quent Capital portfolio manager Gregg Fisher sits down with InvestmentNews anchor Gregg Greenberg to discuss how "deglobalization" will spur small-cap stocks higher in 2023 and beyond.
Pasadena, California-based Stonnington Group has 275 clients and is led by Nick Stonnington.
Bruce and Jeff ring in 2023 with their guest Charles Rowlan, senior vice president of business development at Advyzon. They discuss Charles' extensive research on the ever-evolving advisor fee model.
Dallas-based Matt Irwin has 24 years of experience, all with Amerprise and a predecessor firm.
The additions bring 2022 total recruitment to 21 advisers who supervise more than $943 million in assets.
Recognition based on survey of 11,000 people about their perceptions of companies related to corporate social responsibility.
Garth Allan, who joins the firm in Newport Beach, California, delivers personalized investment planning and comprehensive wealth management advice.
