The IBD has created a new RIA, BridgePort Financial Solutions, to execute on its flexible acquisition strategy; it launches with three transactions and $1 billion in assets under advisement.
Sander Ressler's Vidiance aims to deliver client testimonials compliant with SEC marketing rules.
Diversify adds more than $2 billion in AUM with the debut of its acquisitive employee model.
Since taking over as CEO following co-founder Jud Bergman’s death in 2019, Crager and the company have weathered several storms.
A 10-person team has left Securities America to harness technology, compliance and administrative support offered on the $2 billion RIA platform.
Managing Partner Leah Sciabarrasi will take on additional responsibilities in support of continued growth and increasing complexity at the $5.3 billion Focus Financial Partners firm.
Board chairman James Fox will serve as interim CEO until a successor is found.
The founder of Appaloosa Management has struggled running the Carolina Panthers even as bets on tech stocks boost his personal fortune.
