MAI Capital, which has long had a practice advising professional athletes, recruited Jon Hayes and partner Tim Hightower from their sports-focused practice at Constellation Wealth.
Also, a South Carolina RIA snags a former Schwab high performer; New York-based Lenox Advisors promotes one advisor to partner, another to managing director; RIA NorthRock bolsters its Chicago office with a veteran advisor.
The Kitces Financial Advisor FinTech Solutions Map has nearly tripled in size since 2018, reflecting the rapid growth and evolution of technology solutions in wealth management.
The repeal of the Government Pension Offset and Windfall Elimination Provision is creating major ripple effects for state employees and public sector professionals nearing retirement.
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