Finance News
Former CAIS CMO Abby Salameh Joins RFG Advisory
Salameh, the Wealthies' CMO of the Year in 2023, will serve as chief growth officer at the hybrid RIA platform.
By NB
Mar 8, 2024
Osaic Picks Up $360M Midwest Team From Cetera
Cornerstone Advisors, a Baxter, Minn.-based team with about $360 million in client assets, joins from Cetera Investment Advisors.
By NB
Mar 8, 2024
Diamond Podcast for Financial Advisors: Industry Update on Advisor Transitions and Deals
In the Advisor Transition Report’s companion podcast episode, Louis and Jason Diamond explore the key takeaways and their anticipated influence on activity during 2024 and beyond.
By NB
Mar 8, 2024
Orion Adds Alts Access in Partnership with CAIS
The partnership will give Orion clients access to CAIS Solutions, enabling management of alternative investments.
By NB
Mar 8, 2024