Finance News
AmeriFlex Group Adds 16 Advisors, $1.9B in Q1
Waverly Advisors has added three teams and almost $2.5 billion this year, while Fortis Capital picked up a Chicago practice helmed by a father/daughter team.
By NB
Apr 10, 2024
Surge Ventures Makes Its First Acquisition
The acquisition, Kovair, has a portfolio of products and tools for supporting application and data management.
By NB
Apr 10, 2024
Modern Wealth Management Hires Jason Del Col to Lead Advisory
With more than 25 years of experience developing advisory platforms, Del Col leaves Goldman Sachs to enhance services at the emerging industry player.
By NB
Apr 10, 2024
401(k) Real Talk Episode 101: April 10, 2024
Open, honest and candid discussion about March Job growth, advisor conflicts of interest, whether the 401(k) era is over and more.
By NB
Apr 10, 2024