Tim Brisson, an estate planning attorney in Auburn, Calif., shares his journey with alcoholism and recovery.
Since March, Concurrent has recruited eight teams of advisors, giving it now more than $8.3 billion in assets under management.
The Houston billionaire is accused of using a slew of trusts and limited liability companies to shelter assets from his wife.
In an interview with WealthManagement.com, the SEC commissioner offered her perspective on how the markets handled the COVID-19 pandemic's volatility, as well as her thoughts on the newly implemented Regulation Best Interest.
The sixth annual awards ceremony featured 72 awards presented to 61 companies.