Before joining Avantax, acquired by Cetera last year, Michael Molnar spent time as a strategy consultant, equity analyst, successful investor, CPA and dealmaker.
Lynch Retirement Investment Group brings WEG to almost $82 billion and adds a fourth Maryland office.
Daniel Applegarth and Eric Vrba are the latest additions to the C-suite as Carson Group shakes up leadership.
Prosperitage Wealth's Brian Seymour explains the crucial role coaching played in shaping his career, helping him identify his unique strengths and develop his “super power.”
Former leaders at Goldman Sachs, Fidelity, Creative Planning and Wealth Enhancement Group have joined to accelerate the firm's growth as a new multicustodial platform for independent advisors.
Chase R. Crump, a former professional baseball player, has joined the NFLPA Registered Player Financial Advisor program.
Brandon Kawal reflects on the RIA M&A shift from gold rush mentality to an institutional arms race.
