While SurePath's AUM is small, the firm, co-founded by brothers Patrick and Jeff Brewer, will create a marketing and practice management engine inside WealthSource with the intention of becoming the next United Capital.
Ultimately, it's about evidencing thoughtful, humane and inclusive leadership consistently.
RIA and investor Ancora argues Blucora is mismanaging Avantax, its roll-up of tax-centric broker/dealers, including HD Vest, sending advisors fleeing.
The recapitalization values Edelman at $7.3 billion, and brings Warburg Pincus' Michael Martin back to the firm as a minority shareholder.
Hiring and managing remote employees requires new initiatives and ingenuity, according to these firm principals.
The team, which specializes in working with corporate executives and families, will be known as Executive Wealth Partners.
CEO Thomas Gottstein said having asset management as a sub-division of the much larger business catering to wealth and high net-worth individuals is “something that I always had some doubts about.”
The acquisition of Atlanta-based Brightworth pushes CI Financial's U.S. AUM to $55 billion.
Sanctuary Global will work with international investors and operate out of a new office in Miami.
No longer tied to an office, these advisors decided to take in new scenery during the pandemic.
