A month into his new job, Triad Wealth Partners' chief technology officer Quin Kilgore is looking to build proprietary ...

The $3.7 billion Dynasty partner firm extends its presence in Chicago and Utah while Rockefeller welcomes a former Merrill ...

This year’s list includes women who are running some of the largest wealth management operations in the country.

Concurrent Investment Advisors, LLC ("Concurrent"), a multi-custodial, hybrid registered investment adviser, continues to attract advisors across the industry, adding six new teams of 17 advisors in ...

The M&A flow may suggest that only the giants of wealth management will be able to navigate the business, but that dominating ...

But if you ask him, this isn't his win—it's the whole team's. In the world of wealth management, it's easy to assume that industry awards belong to the person whose name appears in bold.

But if you ask him, this isn't his win—it's the whole team's. In the world of wealth management, it's easy to assume that industry awards belong to the person whose name appears in bold. At Signature ...

Osaic business development executive vice president said: “NoxNumis exemplifies the type of growth focused, forward looking wealth management team that can thrive in our ecosystem. “We are excited to ...

Vice-President Kashim Shettima says Nigeria’s federal structure is not the problem ... to the federal system often stem from poor management of resources, not from any inherent flaw in the ...

SCOTTSDALE, Ariz., April 08, 2025--(BUSINESS WIRE)--Osaic, Inc. ("Osaic"), one of the nation’s largest providers of wealth management solutions, today announced NoxNumis, a Wichita, Kansas-based ...

“NoxNumis exemplifies the type of growth focused, forward looking wealth management team that can thrive in our ecosystem.” John Toothaker and Ron Gabel, partners and private wealth managers ...