Leo Almazora
Focused on wealth and benefits planning for medical professionals, the NFP affiliate’s latest acquisition vaults it past the $3.5B mark.
The RIA aggregator is prioritizing strategic growth and operational efficiency with critical appointments, including veterans from Morgan Stanley and Goldman Sachs.
The firm’s new head of advanced wealth solutions comes with deep expertise in retirement income, life insurance, and annuities.
The firm has also welcomed a new market leader to its Pacific Northwest division, as well as a New York-based advisor focused on LGBTQ clients.
The broker-dealer behemoth has added the former Corebridge Financial advisor, who’s launching his own comprehensive planning practice.
The fintech provider’s new tool is designed to help advisors identify high-impact marketing strategies and find more engaged prospects.
Analysts at Bank of America would “not be surprised” if Citigroup were to explore “strategic alternatives” as part of its turnaround effort.
The firm is distancing itself from “sham communications” claiming opportunities for “VIP members” with “cooperation commissions.”
The Insured Retirement Institute is applauding a new bill that could help more Americans address the problem of student debt.
The wealth tech firm’s updates will help advisors on the Pershing X platform gain deeper insights and navigate plans more easily.
