David Canter Joins Board of $7.5B RIA Parallel Advisors
The former Fidelity and Bluespring exec will serve on the board at Parallel Advisors, a San Francisco-based RIA backed by Golden Gate Capital.
Source: wealthmanagement.com
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Diamond Podcast for Financial Advisors: NorthRock Partners
NorthRock Partners CEO and founder Rob Nelson shares his formula for mastering excellence and creating a superstar enterprise.
Source: wealthmanagement.com
Liz Nesvold Named "Finance Executive of the Year" in Wealth Solutions Report's 2024 Pathfinder Awards for Top Women Industry Leaders
/PRNewswire/ -- Emigrant Bank is pleased to announce that Liz Nesvold, Vice Chair of Emigrant Bank and Chair of Emigrant Partners, has been named "Finance...
Source: prnewswire.com
$500M Multi-Gen Team Joins Stratos Wealth From RBC
Reno Tahoe Wealth Management made the move to support long-term growth.
Source: wealthmanagement.com
Wealth Solutions Report Announces Pathfinder Awards Winners For Women's History Month
/PRNewswire/ -- Wealth Solutions Report (WSR) – the fast-growing B2B digital media platform featuring wealth management-focused commentary, insights and...
Source: prnewswire.com