2016 Business Planning Retirement 
Wealth Management
JUNE 27, 2025
Michael was instrumental during AssetMark’s leveraged buyout transition to Genstar in 2013, its sale to Huatai Securities in 2016, its IPO in 2019, and its sale to GTCR in 2024. Q&A: What Was Behind Schechter’s Decision to Sell to Arax? He began his career in public accounting at Coopers & Lybrand, LLC.
Wealth Management
JULY 3, 2025
The firm is led by Mark Ring and Dan Morrison, who founded the RIA in 2006 and joined the Carson community in 2016. Jacob William Advisory has proactively recruited next-generation advisors as part of its business continuity plan. based advisor Brandon Dixon-James has moved his book of business from Osaic to LPL Financial.
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Wealth Management
JUNE 10, 2025
LifeBridge was started in 2016 and later grew when Jim Morrison joined Rudelson to create a combined firm with Bluespring in 2021 with offices in Houston and Waco. RIA Bluespring Merges Two Texas-Based Firms to Create $1.4B RIA Bluespring Merges Two Texas-Based Firms to Create $1.4B
Wealth Management
JUNE 17, 2025
Sandrew joined the RIA in 2016 and helped it grow from about $3 billion in client assets to more than $21 billion. Now, he will seek to bring advisors onto Mariner’s 1099 affiliation platform for growth opportunities and succession planning.
Wealth Management
JULY 15, 2025
According to the suit filed this week, Calcote joined JPMorgan in 2016 and became a private client advisor the following year. The bank claimed Calcote operated out of a Las Vegas-based branch, assisting and beginning relationships with bank customers (and was not expected to build her own book of business).
Wealth Management
JUNE 10, 2025
In 2016, AZ Business Magazine recognized Kerr as one of Arizona’s Most Influential Women. Kerr began her career at Schwab in 1994 on the Advisor Services trading desk. During her tenure at Schwab, Kerr has held roles in client service delivery, operations, advisors in transition, strategy, and technology.
Wealth Management
JUNE 9, 2025
Fred Barstein , The Retirement Adviser University, June 9, 2025 6 Min Read Mihajlo Maricic/iStock/Getty Images Plus While the defined contribution market is finally capturing due attention from the financial services industry and mainstream media with $12.5 Convergence of wealth, retirement and benefits at the workplace 3.
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