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Sponsored by Join Feroz Ansari, Senior Principal and Portfolio Manager of Compak Asset Management, as he discusses how to prioritize organic growth and focus on acquiring clients individually to build ...

Sponsored by Join Matthew Peck, Co-CEO & CIO of SHP Financial, as he discusses the firm's unique approach to wealth management. Learn how they prioritize organic growth, cultivate a strong company ...

The automated note-taking and workflow provider is working with many RIAs and is already an approved LPL vendor.

A customized version called Apollo Allocation Pro aims to help advisors compare various public and private index portfolio ...

Kailash Duraiswami spent 2 1/2 years as an enterprise architect at Orion Advisor Services after that firm acquired his ...

The Zelin Group and its five advisors made the move after the lead partner, Jonathan Zelin, had been with Merrill for more ...

A Summit spokesperson said the firm has a robust pipeline of signed transactions through the second quarter of 2025, and they expect this year’s activity to be as strong if not stronger than 2024.

The investment manager, who will advise on investments and financial products for Truth.fi, has a prior relationship with ...

Two advocacy groups and a number of broker/dealers formed a coalition seeking Congress to expand the Section 199A ...

When Mallouk took over Creative Planning more than two decades ago, its clients numbered in the dozens. In September, TPG ...