| | | | | As part of the deal, serial entrepreneur Reed Colley will join Orion from Summit as president of its technology unit. Read More > |
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| | | The firm is seeking an injunction in Texas federal court against Roberto Ortega, alleging he accessed client information to solicit them when he left to join a new firm. Read More > |
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| | | David Montgomery will support Concurrent’s retirement plan advisors and expand the firm’s resources in the space. Read More > |
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| | | The proposed changes didn’t shift the beneficial interest or extend the vesting period under the original trust. Read More > |
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