The wealth management executive has headed the business since 2021
The acquired firm will become part of Aprio Wealth Management.
Meanwhile, skilled workers will face a new $100K fee to acquire an H-1B visa.
Independent wealth manager sharpens national growth strategy with leadership appointments
Stock market performance is not enough to offset concern about the economy
Study reveals what fuels sustainable wealth management firm growth.
Firm is hiring for new locations while BofA launches opportunities for veterans.
Report shows RIAs are investing in trust, tech and talent.
Survey shows resilience, direct investing focus, and rising AI adoption among family offices.
Industry veterans join RIAs from Bank of America, Hightower Advisors.
