Williams, a former Chicago Bulls basketball player who was the second overall pick in the 2002 NBA draft, co-founded Simatree, a strategic advisory firm focused on data, analytics and technology consultation.
Heather Fortner brings leadership and authenticity to her role as CEO at SignatureFD.
Kate Swimley was hired this month to cover the ultra-wealthy for Apollo’s family office business after almost a decade at BlackRock.
Mills was replaced by Jonathan Leach, previously deputy head of Citigroup’s investment management division after earlier serving as head of investments for North America.
For years, advisor James Bogart was building wealth at the sacrifice of his health. Now, he’s on a different path.
Nicolas Puech wants to leave his sizable inheritance to his 51-year old gardener.
Mariner Wealth Advisors' claims follow Edelman Financial Engines' lawsuit filed last month accusing Mariner of recruiting Edelman advisors, and helping them break non-solicitation agreements.
Kaival Patel was found guilty of conspiracy to commit wire and health care fraud to pocket money raised from fraudulent compound medication prescriptions, according to the DOJ.
No less than 13 deals were announced in the RIA space this week, along with a rebrand, a new launch and a couple of talent grabs.
The lawsuit between the Haslam family and Warren Buffett's Berskshire Hathaway hinges on obscure accounting rules the family claims could cost them more than $1 billion.
