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‘IN the Nasdaq’ with Gregg Fisher, small-cap portfolio manager at Quent Capital
IN THE NASDAQ JAN 03, 2023
‘IN the Nasdaq’ with Gregg Fisher, small-cap portfolio manager at Quent Capital

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.

Prime Capital acquires $575 million advisory firm
RIA NEWS JAN 03, 2023
Prime Capital acquires $575 million advisory firm

Pasadena, California-based Stonnington Group has 275 clients and is led by Nick Stonnington.

It's 2023, and we're talking about fees
THE INVESTMENTNEWS PODCAST JAN 03, 2023
It's 2023, and we're talking about fees

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. 

Advisor managing $160 million joins LPL from Ameriprise
INDEPENDENT BROKER DEALERS JAN 03, 2023
Advisor managing $160 million joins LPL from Ameriprise

Dallas-based Matt Irwin has 24 years of experience, all with Amerprise and a predecessor firm.

Kingswood recruits 15 financial advisers in fourth quarter
RIA NEWS DEC 22, 2022
Kingswood recruits 15 financial advisers in fourth quarter

The additions bring 2022 total recruitment to 21 advisers who supervise more than $943 million in assets.

Newsweek ranks LPL as a ‘Most Respectable Company’
RIA NEWS DEC 21, 2022
Newsweek ranks LPL as a ‘Most Respectable Company’

Recognition based on survey of 11,000 people about their perceptions of companies related to corporate social responsibility.

UBS ushers in $220 million Wells Fargo rep
RIA NEWS DEC 21, 2022
UBS ushers in $220 million Wells Fargo rep

Garth Allan, who joins the firm in Newport Beach, California, delivers personalized investment planning and comprehensive wealth management advice.

‘IN the Nasdaq’ with William Cohan, author of ‘Power Failure'
IN THE NASDAQ DEC 20, 2022
‘IN the Nasdaq’ with William Cohan, author of ‘Power Failure'

Author William Cohan sits down with InvestmentNews anchor Gregg Greenberg to discuss GE, Jack Welch and his new book, 'Power Failure: The Rise and Fall of an American Icon.'

Indiana indie with $220 million joins Commonwealth from Cambridge
INDEPENDENT BROKER DEALERS DEC 20, 2022
Indiana indie with $220 million joins Commonwealth from Cambridge

Accounting-oriented Strategic Planning Group is based in Fishers, Indiana.

$830 million indie team moves to LPL from Royal Alliance
INDEPENDENT BROKER DEALERS DEC 20, 2022
$830 million indie team moves to LPL from Royal Alliance

Kansas-based Strategic Partners is affiliating with LPL through National Financial Alliance.