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IFP reports dramatic increases in revenue, financial advisors joining the firms network and client AUM.
March 6 -
Bradley Fisher will be taking over as managing director and leader of the Family Office Advisory Practice.
March 6 -
Chicago-based RIA HighTower has lured away HSW Advisors, a three-man team overseeing more than $1.4 billion for 50 clients, from Merrill Lynchs private banking and investment group.
March 5 -
Independent broker-dealer Paulson Investment Company has agreed to transfer its retail operations to RIA and broker-dealer JHS Capital Advisors.
March 1 -
Independent advisory firm French, Wolf and Farr has increased its AUM after taking on Piedmont Asset Management.
March 1 -
The group chose Securities America because we want to expand our business [and] we feel this is a better opportunity and fit than any other firm we researched and reviewed, according to Tom Gahler.
February 29 -
Harris myCFO has hired Leslie Grant as vice president, a role in which shell be responsible for capital advisory services and custom banking solutions for clients.
February 24 -
Great Plains Financial Group looks to grow its business by working with broker-dealer and RIA Securities America.
February 24 -
After one year at the company, Scott Carmack has been promoted to work alongside founder John Lekas to develop investment operations.
February 23 -
Wade D. Pfau will oversee Retirement Management Analyst designation program as curriculum director.
February 22
