Focus Financial Partners says the global and market uncertainties present opportunities, rather than obstacles, to the firm’s growth.
The additions of Pedie Monta and McKennon 'Mac' Laas will grow the division that launched in December focused on clients with significant land holdings, including oil and gas reserves.
Those who are having second thoughts about signing on as heir apparent to their senior advisor’s book shouldn’t feel hopeless.
Permit Capital Advisors brings alternative investment and philanthropic experience to Cerity Partners’ growing landscape of financial services for the ultrawealthy.
The group of four advisors will run Raymond James & Associates’ first location in Monroeville, Pa.
Mercer’s acquisition of Sanford Advisory Services in Michigan is its second this week.
Open, honest and candid discussions about the latest news in the RPA industry.
