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David Canter Joins Board of $7.5B RIA Parallel Advisors

The former Fidelity and Bluespring exec will serve on the board at Parallel Advisors, a San Francisco-based RIA backed by Golden Gate Capital.

David-canter
Emigrant-bank
Finley-point-strategy
York-private-bank
Kestra-holdings
Fidelity-institutional
Bluespring-wealth-partners
Parallel-advisors
Francisco-based-parallel
Emigrant-partners
New-york-private-bank
Golden-gate-capital

Stratos Recruits $100M Duo in Ohio

Stratos Recruits $100M Duo in Ohio
wealthmanagement.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from wealthmanagement.com Daily Mail and Mail on Sunday newspapers.

Pepper-pike
Ohio
United-states
Spain
Cleveland
Dayna-smith
Frank-legan-advisors-at-cedar-brook-group
Stratos-wealth-holdings
Stratos-wealth-holding
Stratos-wealth-advisors
Smith-wealth-advisors
Carnegie-investment-counsel

Diamond Podcast for Financial Advisors: NorthRock Partners

NorthRock Partners CEO and founder Rob Nelson shares his formula for mastering excellence and creating a superstar enterprise.

Rob-nelson
Sammons-financial-group
Emigrant-partners
Sammons-financial
Mindy-diamond

Liz Nesvold Named "Finance Executive of the Year" in Wealth Solutions Report's 2024 Pathfinder Awards for Top Women Industry Leaders

/PRNewswire/ Emigrant Bank is pleased to announce that Liz Nesvold, Vice Chair of Emigrant Bank and Chair of Emigrant Partners, has been named "Finance.

Berkshire
New-york
United-states
Florida
America
Los-angeles
Liz-nesvold
Howard-milstein
Lucy-obrien
Wealth-solutions-report
York-private-bank
Sarasota-trust-company

$500M Multi-Gen Team Joins Stratos Wealth From RBC

Reno Tahoe Wealth Management made the move to support long-term growth.

Nevada
United-states
Reno
Peter-bessette
Bessette-peter
Dan-roberts
Erich-brenner
Charles-shapiro
Carla-bessette
Reno-tahoe-wealth-group
Stratos-wealth-holdings
Stratos-wealth-advisors

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