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The founder and president of Summit Place Financial Advisors in New Jersey joined CFP Board as a board director in 2020.
July 19
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Plus, Wealth.com names a new head of community; Helios introduces refreshed sleeving capabilities; and FusionIQ partners with Blueleaf.
July 13
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The Minneapolis-based firm didn't immediately name a replacement, but pledged to maintain operations at its hybrid RIA.
July 12
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Jeff Jones sees allowing donations to 501(c)3 groups as a way to accommodate advisors coming into the industry from the insurance world.
July 11
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The firm's employee brokerage is bringing Alex. Brown, which it acquired in 2016, more firmly into its fold.
July 10
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The veteran advisor who moved his niche firm from Florida to France is helping U.S. expats navigate their increasingly complex financial lives.
July 5
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Deals are bigger, quicker and more common. But buyers say valuation expectations often cause them to leave the table.
June 30
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Plus, eMoney gets a new cash management option, Docupace gets a new CFO and the former Skience president starts a new fintech firm.
June 28
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The three financial advisors rebranded as part of the move — one of many fueling the expansion of midsize firms picking up teams from large incumbents.
June 21
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The additions allow the Rhode Island bank to expand its wealth management footprint along the East Coast and in San Francisco, where the recently shuttered First Republic was based.
June 12
