Atlas Investment Advisors is a national financial advisory firm headquartered in Alpharetta, GA. The firm has $100.7 million under management and employs 2.The firm caters to 384 clients of varying ...

Matt Schlueter, executive vice president of operations and technology solutions, spoke to Financial Planning about how tech ...

Raymond James ' newly minted chief executive officer, Paul Shoukry, is touting advisors' affiliation freedom as his firm tries to widen its lane alongside private equity–backed registered investment ...

NewEdge Advisors, LLC, a leading New Orleans-based RIA supporting successful independent financial advisors nationwide, announced today Krueger, Fosdyck, Brown, McCall & Associates, a team based in ...

Farhad Firoozi is Wells Fargo Advisors’ new head of advisor recruiting, starting on Tuesday, according to a statement from ...