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Advisor network Northstar Wealth Partners added two new advisors managing a combined $800 million in client assets with the help of its independent broker-dealer.
October 10 -
NAPFAs new leaders are stressing new initiatives to expand the organizations education programs and its membership.
October 10 -
The firm picked up five advisors with almost $450 million in assets under management.
October 10 -
The tax-focused independent broker-dealer has added two new executives to its management ranks.
October 10 -
In the latest deal for Focus Financial Firm, Boston-based RIA expands footprint, sees more acquisitions ahead.
October 9 -
Amid a surge in consumer assets, firms that cater to high-net-worth clients have a particular advantage, Chip Roame told an audience at the Tiburon CEO Summit.
October 8 -
Helen Nugent, an 18-year veteran of Northern Trust, oversees a team of five sales directors across a six-state region and will drive regional professional recruitment efforts.
October 8 -
A recent round of hires includes one Wells Fargo advisor with over $1 billion in assets under management.
October 8 -
The turnkey asset management platform taps executives with experience at Fidelity, Schwab and Russell Investments.
October 8 -
The firm advises 119 families and has $540 million in assets under management.
October 7
