Anthony Mona and Joseph Mansoor, who managed $600 million at UBS, have gone independent in Birmingham, Michigan. They affiliated with Cadaret Grant, a unit of Atria Wealth Solutions, through Spartan Wealth Management, an office of supervisory jurisdiction administering $1.2 billion in assets.
Clients care less about returns than you might think.
From direct lending to asset-based finance to commercial real estate debt.
Wall Street ends mostly higher despite slowing economy
The president says 'we have to save the country.'
Gen Zs consider tapping 401(k)s to get on the housing ladder
From direct lending to asset-based finance to commercial real estate debt.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
