Displaying 10 results
Giant conflicts alleged involving a former advisor
'I worked my whole life trying to save for now, and I can't retire,' says Galia Meiri, one of the advisor's clients.
Arkadios adds two firms from Triad
Atlanta-based Peachtree Wealth Advisors and Arizona-based RBG Capital have combined assets totaling more than $600 million.
Team managing $800M joins Arkadios
The trio, from JPMorgan and Capitol Group, have launched Clover Capital Partners in Atlanta.
Maine practice managing $170 million opts for Arkadios
Downeast Private Wealth, led by Lena-Jo Hartley, was affiliated with Investacorp for almost 25 years.
Team with $240 million in assets joins Arkadios from Securities America
WhiteStone Wealth Management Management is based in San Antonio, Texas.
Hybrid advising on $300 million switches to Arkadios from Triad
A JPMorgan Bank rep who advises on $200 million also moves to Atlanta-based Arkadios Capital.
Arkadios acquires California broker-dealer, advisory firm
Petaluma-based Investment Architects and its affiliated RIA, Resource Investment Architects, manage $1.25 billion.
Chet Payne named president of Arkadios Capital
The former chief operating officer of Triad Advisors had been the Atlanta firm’s COO.
Adviser overseeing $280 million moves to Arkadios
Ricky Moore’s Oak Financial Group in Angleton, Texas, had been with Sagepoint for seven years.
Hybrid managing $300 million moves to Arkadios
Personal Portfolio, based in Redwood City, California, previously was affiliated with Investment Architects.
