Many children with disabilities have a difficult time. But advisor Jonathan Greeson, who has spinal muscular atrophy, says he struggled more as an adult, when you’re expected to function more independently.
The UBS x Luminary Fellowship Program will be given to 55 candidates, and is aimed at assisting businesses that are owned and operated by women of color to help them withstand the pandemic's impact.
Don McDonald and Tom Cock, hosts of the 'Talking Real Money' podcast and co-founders of the RIA Vestory, will expand Apella’s West Coast footprint.
The wealthtech software provider hired fintech veteran Minerva Tantoco as its first CTO.
Susan L. Welo claims AdvisorNet cost her her livelihood.
Reynaldo Figueredo made the move to the division of Raymond James based on its client-centric culture and boutique feeling, and is the sixth advisor to join the division's Miami office this year.
The leadership changes come just days after Charles Schwab closed its acquisition of TD Ameritrade.
Echo Wealth Management founder Echo Huang details her journey starting from scratch in the financial services industry to running her own firm with $120 million in AUM.
