Florida-based firm now has 15 offices in 9 states.
Using their windfall for investing and saving is a priority, survey shows.
New year, new name for a national broker-dealer and RIA platform managing $3.3B.
Genstar Capital made its original investment in the firm in 2018.
Data reveals that investors make up an increasing share of single-family home buyers.
IAA founder sees significant development in its growth journey.
Meanwhile, pessimism is unusually low according to investor poll.
Research reveals the types of educational material most wanted.
A quarter of those surveyed by Bankrate think worse is to come.
Flexibility cited as key reason to shift from the wirehouse model.
