The firm made seven RIA acquisitions in the last month of 2020 with a total of almost $3.9 billion in assets under management and more than 3,200 new clients.
Attend this webinar on Feb. 4th to learn useful insights as to the real issues and concerns actual heirs and their families have identified to the panelists regarding personal property division in their family’s estate settlement.
This week in fund news: Hercules debuts fund amid unprecedented volatility, the growing interest in impact investments in black communities and Hamilton Lane’s continued push into the wealth channel.
The pandemic has accelerated the spread of remote work so much that many firms have adopted digital communication and collaboration platforms without building out the necessary policies and procedures to prevent mistakes.
Sigma Financial's Jennifer Bacarella discisses how the firm is leading the industry by helping to cultivate and develop the next generation of advisors.
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