| | | | | Cardinal Point Capital Management joined Focus in 2021, specializing in “cross-border wealth management.” Focus CEO Michael Nathanson said the firm would lead Focus’ “consolidation and expansion efforts in Canada.” Read More > |
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| | | Thiel's Indivisible Partners is now live and has recruited a former Merrill advisor team, New York-based Woodring I LeRoy Capital Advisors, with about $640 million in client assets. Read More > |
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| | | In an Indiana state court filing this week, the parties agreed to cover their costs. The suit sprang from a dispute over EverNest’s attempt to buy back a management interest in its firm from Sanctuary. Read More > |
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| | | Tim Tallach has joined as director of advanced tax planning and family office services, as the RIA continues to expand its family office division. Read More > |
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| | | As director of transitions, Lindsey Strawhecker will focus on streamlining the onboarding process for advisors joining Dynasty. Read More > |
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| | | Treehouse Wealth Advisors will acquire The Humphreys Group as part of a long-term succession plan. Read More > |
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| | | Rob Pettman, president and CRO at TIFIN, explains impactful use cases for AI in the wealth management industry today. Read More > |
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| | | Leadership lessons for advisors from the former U.S. Secretary of Defense. Read More > |
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| | | Bill Good and Frantz Widmaier of Bill Good Marketing offer advice on the value of content, the referral process, building strategic partnerships, CRMs and technology, and more. Read More > |
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