Savvy snaps up Schwab advisor, LaSalle St. adds former Atria OSJ, Perigon Wealth buys Vegas shop and other news from Modern Wealth, Freestone Capital and Thurston Springer.
While the technology will be used to identify patterns in large data sets, it will not be used to automatically initiate any trading on its own.
Matt Celenza returns to the podcast to share an insider perspective on “what he wishes he knew before breaking away”—the good and the bad.
California-based accounting firm Windes will leverage Integrated Partners’ platform to provide more comprehensive services for complex clients through a new wealth management practice.
The newest additions are the second and third teams to jump to Snowden Lane Partners from within the independent channel.
The iconic investor left a lengthy record of the keys to his success, delivered with his trademark bluntness and humor.
