Leo Almazora
The $125M transaction will bring the fintech firm’s expertise in regulated and AI-supported communications to a broader complex of industries.
Edward Jones survey casts a spotlight on challenges, generation gaps, and catalytic factors in business succession planning.
New PIMCO study underscores trends in non-guaranteed income solutions, QDIAs, and diverging approaches to address retirees' needs.
Headquartered in Colorado, the wealth management giant’s new addition is headed by an advisor duo with more than 40 years of collective experience.
The independent wealth giant’s newest addition is joining its employee advisor arm in Michigan.
Focused on the sports and entertainment industry, the veteran advisor in California has pushed the RIA’s new assets past the $5B mark.
The broker-dealer giant’s latest additions in Newport Beach, California broke away to launch their own independent practice.
The MFO is welcoming Tamara Surratt, the founder and CEO of Legacy Family Office, which has more than $2B in AUM.
Senate Bill 2045 aims to require state private employers to provide a workplace retirement plan, with provisions for a state auto-IRA program.
Cerulli research finds two-fifths of self-directed investors are willing to pay for human advice, opening opportunities for providers.
