Yueqi Yang
Yueqi Yang is a reporter for Financial Planning and On Wall Street.
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The regional firm's new Palos Verdes, California, branch furthers its expansion in the region.
November 2 -
The firm continues to expand in South Florida by adding a primarily fee-based advisor.
October 31 -
The regional firm picks up six advisors, including a father and a son.
October 24 -
Bernard Parker spent his client's money on his home, car and father-in-law’s bills, according to federal prosecutors.
October 18 -
The number of transactions is expected to increase over 20% from 2016.
October 17 -
The recruits are a boost to the growing regional firm's footprint.
October 10 -
Independent and regional firms have been maintaining strong appeal with new recruits.
October 3 -
David Safarian is the latest wirehouse advisor to join the regional broker-dealer.
October 3 -
Regional firm’s Miami branch marks continued southeastern expansion.
September 26 -
The U.S. Private Equity Access Fund Platform includes 33 offerings and more than 7,000 domestic and international investors.
September 22
