The deal for Atlanta, Georgia-based CornerCap balances the $26.2B RIA's objectives of national expansion and maintaining local boutique experiences.
The broker-dealer giant's new 43,000-square foot home office in Tempe will serve as a base to support even more advisors.
The trio of professionals joining Raymond James Financial Services in the mountain state come with experience from LPL and Zion Bank.
Edward Jones research reveals caregiving duties and being the family CFO has left two-thirds financially off-balance.
The advisor trio with more than six decades of combined experience has launched their own firm in Connecticut.
The firm's latest wealth management hire in the Pacific Northwest comes with 10 years of experience
The five-person group is led by three financial advisors from Morgan Stanley with more than half a century of collective experience.
The $30M capital infusion from a Google-led consortium will fuel the estate fintech provider's continued expansion and innovation.
The pair formerly with Truist Financial, including one best-in-state awardee, are expanding LPL's footprint in Florida as they seek more flexibility and control for their practice.
The Wall Street bank's latest additions to its independent advisor channel, FiNet, in Illinois bring more than 40 years of collective experience.
