Waverly Advisors has added three teams and almost $2.5 billion this year, while Fortis Capital picked up a Chicago practice helmed by a father/daughter team.
Michael Tiedemann talks about taking two companies public via SPAC, raising capital and what he and his partners are building at AlTi Tiedemann Global.
Foster's firm, Angeles Wealth Management, has a 40% compound growth rate without tapping the M&A markets by fostering a “culture of storytellers.”
Adopting an adaptive approach to retirement planning acknowledges the dynamic nature of spending patterns and emphasizes flexibility in financial strategies.
Heald Financial Advisors and Claricity Wealth became Stratos Private Wealth in its first expansion since the division launched last spring.
A group of former Merrill Lynch advisors have launched Fairvoy Private Wealth in Birmingham, Ala.
On the heels of a brand refresh and updated name, Steward says it welcomed a “fleet” of advisors in January and February.