Blue Chip Wealth Advisors, a Milton, Georgia-based hybrid advising on $300 million, has switched its broker-dealer affiliation to Arkadios Capital from Triad Advisors. Blue Chip operates its own registered investment advisory firm.
Separately, Rob Douglass, who advised on $200 million at JPMorgan Bank in Atlanta, also has affiliated with Arkadios.
Atlanta-based Arkadios Capital has more than $5 billion in affiliated assets.
Advisor accused of scheming to move family trust to firm, lawsuit seeks $10 million in damages.
Young Americans are inexperienced in navigating current stormy waters.
Early investor in EV firm says it is in crisis and needs a change of leadership.
Chipmaker's developer conference comes at a pivotal moment.
Three-year program aimed to boost regulatory compliance, culture change.
In an industry of broad solutions, firms like intelliflo prove 'you just need tools that play well together'
Blue Vault Alts Summit highlights the role of liquidity-focused funds in reshaping advisor strategies
