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One of the founders of Legacy Edge Advisors, Scott Israel, said the firm had reached a scale where it needed a CEO to oversee growth and capital…
Bellamkonda joins from Vialto Partners and will report to CEO Jamie Price as the broker/dealer integrates AI into its platform
Can RPAs, wealth advisors and providers adapt?
The retirement savings vehicle has democratized stock ownership and created millions of middle-class millionaires across America
Previous minority investor, Abry Partners, will exit through the deal with Carlyle, allowing some of Prime Capital’s 160 advisor-owners to reali…
CEO Kurt MacAlpine discusses why he believes Corient’s partnership-based model has won deals such as this week’s $21 billion acquisition of Summ…
Ejiro Ode Okuma of Smyrna, Ga., a former advisor with Equitable and Edward Jones, has agreed to pay more than $13 million to settle the charges.