Finance News
The Diamond Podcast for Financial Advisors: Leaving a 4-Decade Legacy Behind
Why this $1.5B Merrill Family Business Opted for Independence.
By NB
Apr 13, 2024
Carson Group Names Dani Fava As Chief Strategy Officer
Also, former LPL exec Heather Randolph Carter will serve as CMO. The news comes just days after CEO and Founder Ron Carson stepped down.
By NB
Apr 13, 2024
Choreo Names Chief Investment Officer from BDO USA
Matthew Gotlin will lead an expanded investment team focused on tax-efficient and tech-enabled investing and research.
By NB
Apr 13, 2024
Arax Acquires $9B Hybrid Broker/Dealer in Houston
With this latest acquisition, Arax now has 120 advisors overseeing more than $16 billion in assets under management and advisement.
By NB
Apr 13, 2024