The two advisors, who previously managed $320 million at Osaic, are joining the broker-dealer giant's network in Oregon.
A regulator has banned the Islamic investment firm's campaign calling for a "money revolution" after multiple complaints led to a finding that it caused serious offense.
Kowal Investment Group represents the private equity-backed aggregator's 10th new RIA affiliate in two years.
Twenty investment specialists are transitioning over to the insurance giant as it looks to strengthen its capabilities in higher-yield strategies.
Roughly two dozen specialists to support Merrill Wealth Management advisors on alts, custom asset allocation, specialized lending, and more complex services for elite clients.
The $50 billion RIA network's latest affiliate joins its international ultra-high-net-worth group with $700 million in assets.
With roots going back more than 130 years, the privately held hybrid RIA based in Missouri is looking forward to continued independence.
The fintech provider's new collaboration will help the $166 billion RIA's advisors holistically manage more of their clients' wealth.
The wealth tech veteran brings "deep industry experience and a proven track record" to the new C-suite position at Orion.
The leading RIA's latest move in Cedar Rapids extends longstanding partnership while supporting veteran leader's longer-term succession planning.
