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 ...

David Burton, the senior fellow in economic policy at the Heritage Foundation who authored Project 2025’s section on securities regulation, says Finra’s oversight of the broker-dealer industry is ...

For two decades, pharmacists have been responding to an urgent need for more accessible healthcare. What began with ...

Commonwealth supports ~2,900 independent advisors managing ~$285 billion in assetsCommonwealth ranked #1 in Independent Advisor Satisfaction 11 times in a row by J.D. PowerFounder of Commonwealth to ...

Morgan Stanley & Co. LLC is acting as exclusive financial advisor to LPL, with Allen Overy Shearman Sterling LLP serving as LPL's legal counsel. Goldman Sachs & Co. LLC is acting as exclusive ...

The collaboration gives Dynasty's $105 billion network of over 500 advisors access to new custodial services, asset ...

CW Advisors, a Boston-based registered investment advisory firm, has bought two practices in the mid-Atlantic as it looks to build out its presence on the East Coast.