'It’s great that PE is involved with our business as a validation of sorts, but I think the thesis is wrong,' said Phil Fiore, CEO of Procyon Partners, a Dynasty partner firm.
The Superior Court in Fulton County, Ga., overturned a decision by FINRA after plaintiffs argued the firm’s counsel unfairly manipulated a list of arbitrators.
Hightower’s deal with Los Angeles–based Grant Tani Barash & Altman brings personal CFO services to the firm’s advisors, the next step in creating an end-to-end family office model.
The Board cited growth in the numbers of female, Black and Hispanic CFPs, though these groups still represent small portions of the overall profession.
Presidents and CEOs at Lincoln Investment, Stifel and Raymond James discussed the regulatory regime in Washington and the impact of the COVID-19 Omicron variant during a discussion at FSI’s OneVoice conference.
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