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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 canterEmigrant bankFinley point strategyYork private bankKestra holdingsFidelity institutionalBluespring wealth partnersParallel advisorsFrancisco based parallelEmigrant partnersNew york private bankGolden gate capital

Appointing a corporate estate trustee instead of a family member

Appointing a corporate estate trustee instead of a family member
accountingtoday.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from accountingtoday.com Daily Mail and Mail on Sunday newspapers.

United statesKestra holdingsTheresa de leonAri brojdeNorth america

RMD relief for IRAs offers tax planning opportunities

RMD relief for IRAs offers tax planning opportunities
accountingtoday.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from accountingtoday.com Daily Mail and Mail on Sunday newspapers.

Ed zollarsAllen lauferKestra holdingsSilvercrest asset management groupTreasury departmentNew york basedTheresa de leonJobs actTax cutsSecure actKaplan financial educationFederal tax

RMD relief for IRAs offers tax planning opportunities

RMD relief for IRAs offers tax planning opportunities
financial-planning.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financial-planning.com Daily Mail and Mail on Sunday newspapers.

Allen lauferEd zollarsTreasury departmentSilvercrest asset management groupKestra holdingsNew york basedTheresa de leonJobs actTax cutsSecure actKaplan financial educationFederal tax

Kestra Scores $600M NYC Firm

Borger Financial Services made the move from Hornor, Townsend & Kent for more flexibility and access to alternatives through iCapital partnership.

New yorkUnited statesGrove pointElie borgerTownsend kentDebra clarkWarburg pincusStephen langloisAtria wealth solutionsKestra advisory servicesBorger financial servicesKestra private wealth servicesArden trust companyKestra holdingsAustin based kestra financialNew york city