The visionary leader and crusader for women’s financial progress has been instrumental in the Ohio-based RIA’s growth since inception.
The deal gives the growth-focused RIA’s 20th location in the US, and its 14th transaction since receiving a significant equity investment.
The breakaway pair are joining the brokerage giant’s HNW-focused employee advisor arm in Oklahoma.
The RIA aggregator caps off its first year of strategic growth by snapping up two East Coast firms worth more than $570M in assets combined.
The ultra-high-net-worth RIA is tapping a former wide receiver for the Denver Broncos to advance into new markets.
New MassMutual research unpacks people’s sentiments on vacation fever, college education regrets, parents’ financial influence, and recession fears.
Associations for life insurers and financial advisors laud the move, renews call for “sensible protections” around guaranteed lifetime income products.
Edward Jones research highlights gaps in adoption and awareness even as three-fifths of Americans feel they’re falling short on education savings.
The growth-focused RIA is advancing its digital strategy for advisors, including plans for AI and enhancing its TAMP and fee-for-planning platforms.
The pair in Orange County, California managed $225M in advisory, brokerage, and retirement plan assets at their former firm.
