Leo Almazora
The national wealth firm is snapping up a hybrid RIA from Raymond James, establishing its fourth foothold in Maryland.
Preliminary Limra results show total sales of $113.5B for individual annuities, rivaling the peak seen in the fourth quarter of 2023.
With a successful record at Avantax, Wall Street veteran Michael Molnar is set to lead the RIA's M&A and advisor succession planning strategy.
The broker-dealer broadened its advisory footprint in North Carolina as industry veteran returns from Benjamin F. Edwards & Co.
Survey finds one-fifth of US adults aged 50 and over have no retirement savings, and three-fifths concerned they’ll outlive their nest eggs.
The private equity firm unveiled plans to take the TAMP provider private, valuing the company at $2.7B.
The platform's document builder module now allows clients to connect directly with legal eagles and obtain vital powers of attorney.
The hybrid RIA appoints industry vets to its bench as it emphasizes commitment to growth, next-gen talent, and succession.
The Future Proof Citywide Event next year will assemble over 2,500 stakeholders across the wealth, alternatives, and fintech spaces.
The leading AI and wealth technology provider has announced Jeannette Kuda as its new chief operating officer.
