New addition expands the RIA firm’s national footprint.
Surge Ventures is launching a new industry-focused data integration platform.
The transaction values the firm at $700 million and will drive growth.
BlackRock's former head of income investing is among the appointments.
The firm's plans include further strategic hires and acquisitions.
Across generations, the costs of rent and mortgages are challenging.
The firm's latest recruit was previously with Prosperity.
Experienced leaders will help $30B AUM network expand.
Boutique wealth manager has onboarded three teams so far in 2024.
The firm continues to elevate its capabilities in AI-driven business solutions.
