Finance News
InvestCloud Names Jeff Yabuki CEO
Jeff Yabuki, chairman and founding partner of Motive Partners, one of InvestCloud's private equity backers, is the permanent replacement for former CEO John Wise.
By NB
Jan 12, 2024
The AmeriFlex Group Breaks Record with 60 Recruits, $2.75B in Assets in 2023
Ending last year on a high note, the self-styled ‘home for hybrids’ reached $9.5 billion in assets and launched an acquisition-focused OSJ model.
By NB
Jan 12, 2024
Summit Wealth Systems Partners With Brighton Jones
Summit founder Reed Colley's latest endeavor is being rolled out to Brighton's advisors across 33 states.
By NB
Jan 12, 2024
Realta Wealth Hires New COO
Fresh off its rebranding from CoastalOne, Realta Wealth has hired Mark Helliker, a former Avantax, LPL and Schwab executive, as chief operating officer.
By NB
Jan 12, 2024