Entire team at Atlanta-based Resource Planning Group will make the move to Mercer Advisors.
Just 4% of the 3,204 candidates took the test remotely. Registration for the March exam is open until Feb. 21.
Miami-based Diagonal Investment Office will be led by sector veterans Rodolfo 'Rudy' Rake and Santiago Rey.
David B. Whitacre joins the firm in Chicago after a decade with the wirehouse.
The deal for Ann Arbor-based Vintage Financial Services expands Mercer's presence in Michigan.
The application, called ‘Opportunities,’ is intended to prompt adviser-client communication.
ARC, based in Beverly Hills, California, provides compliance solutions for registered investment advisory firms.
The bank appointed David Sabow to succeed Platts as CEO of Silicon Valley Bank UK and head of EMEA.
Jeff takes the pod solo this week with his guest Gary Zimmerman, Founder of MaxMyInterest.com. Gary explains how MaxMyInterest was born from his experience during the financial crisis. Jeff and Gary discuss Gary's thoughts on why inflation is here to stay and may well be an indicator of future social and political instability, and how a recession may be our only hope of quelling inflation.
Wall Advisors was established in 1986 by H. Lee Wall, founding partner of affiliated CPA firm Wall Titus.
