See the latest on the Wealth Management Industry including M&A activity, diversity and inclusion and RIA updates.
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Adding the Dallas-based Brownlie & Braden Advisors to the Kansas City-headquartered Prairie Capital Management Group will help unlock a “key strategic market” for the latter firm.
The firm is seeking an injunction in Texas federal court against Roberto Ortega, alleging he accessed client information to solicit them when he left to join a new firm.
Mindy and Louis Diamond’s annual review is designed to provide guidance on the most impactful wealth management industry trends anticipated for 2025, including transitions, deals, compensation, private equity, the wirehouse recruiting race and more.