Bruce K. Lee, CEO of Keebeck Wealth Management, is teaming up with a new asset management, research and communications platform to achieve scale via ‘digital army.’

  By NB  Mar 21, 2024

The financial technology platforms cited inflation and other factors for the recent increases.

  By NB  Mar 21, 2024

The transition comes with other senior level changes, including Scott Curtis taking over as COO and Tash Elwyn succeeding him as head of the private client group.

  By NB  Mar 21, 2024

Meath Wealth Advisors represents the seventh team to join Journey since 2021 and gives the RIA its first Minneapolis office.

  By NB  Mar 21, 2024