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Rising Star: Peggy Haslach
YOUR PRACTICE PRACTICE MANAGEMENT MAR 13, 2022
Rising Star: Peggy Haslach

Haslach, who started working as an adviser in her 50s, specializes in veterinarians and wants to continue serving diverse groups.

Rising Star: Mercy Ameyaw
YOUR PRACTICE PRACTICE MANAGEMENT MAR 13, 2022
Rising Star: Mercy Ameyaw

Ameyaw, director of municipal bond sales at Raymond James, got into financial services after a 17-year military career, and she’s active in the firm’s Veterans Inclusion Network.

See It Be It Role Model: Thomas Dedrick
YOUR PRACTICE PRACTICE MANAGEMENT MAR 12, 2022
See It Be It Role Model: Thomas Dedrick

Dedrick, senior vice president of investments at Raymond James & Associates, worked his way up from the mailroom at Merrill Lynch.

Wealth Enhancement Group adds $287 million RIA
NEWS INDUSTRY NEWS MAR 10, 2022
Wealth Enhancement Group adds $287 million RIA

The acquisition of Bradenton, Florida-based Integra Capital Advisors brings the Minneapolis-based hybrid's assets to more than $54.7 billion.

Raymond James lands $220 million team from RBC
NEWS BROKER DEALERS MAR 10, 2022
Raymond James lands $220 million team from RBC

Father-and-son team of James and Christopher Domgard operate as Capital Private Wealth in Lincoln, Nebraska.

CRM provider Wealthbox gets $31 million infusion
YOUR PRACTICE FINTECH MAR 09, 2022
CRM provider Wealthbox gets $31 million infusion

Frontier Growth is taking a minority equity stake in the Rhode Island-based fintech.

Hub acquires employee-benefit consultant and insurance broker
RETIREMENT LIFE INSURANCE AND ANNUITIES MAR 09, 2022
Hub acquires employee-benefit consultant and insurance broker

The company said it's buying Beaverton, Oregon-based Niedermeyer Risk Management and Kirkland, Washington-based Pacific Northwest Insurance.

Wells Fargo duo managing $210 million go to LPL
NEWS ADVISOR MOVES MAR 09, 2022
Wells Fargo duo managing $210 million go to LPL

Brothers Blake and Drew Turner are joining the firm's Linsco employee channel in Atlanta.

ESG-reporting startup gets $7 million in seed funding
YOUR PRACTICE FINTECH MAR 09, 2022
ESG-reporting startup gets $7 million in seed funding

ESGgo will monitor and eventually help improve companies' disclosures.

Excellence in Diversity, Equity & Inclusion Awards
NEWS INDUSTRY NEWS MAR 09, 2022
Excellence in Diversity, Equity & Inclusion Awards

Join InvestmentNews in celebrating its fifth annual Excellence in Diversity, Equity & Inclusion Awards. We'll recognize the most impactful individual winners & firm finalists that are raising awareness about the need for a more diverse financial advice profession.