The latest addition to the independent wealth giant’s employee advisor unit comes after managing a reported $140M at his former firm.
The tuck-in transaction adds a breakaway advisor to one of the hybrid RIA’s partner firms, bringing it past the $200M AUM mark.
Texas-headquartered Shane Hall Financial adds $169M to the national wealth giant's expansive network.
The serial technopreneur is joining as the newest member of the enterprise wealth tech firm’s board of directors.
The advisor fintech provider’s latest update helps promote better financial behavior among clients with specific goal-setting functionality.
The national RIA’s latest hire brings 15 years of experience from US Bancorp, Ameriprise, and other firms as he oversees its continuing growth efforts.
While most can deal with moderate financial shocks, different groups use different financial tools.
Schwab and Fidelity users vent on social media as thousands report issues with accessing their accounts.
The broker-dealer giant’s latest addition in Connecticut, which includes two brothers, is aligning with one of its existing firms.
The deal expected to close in the third quarter will see $3.6B get absorbed into the Colony Group’s continually growing book.
