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The WealthStack Podcast: Unlocking Private Markets with AssetMark's Michael Kim

Wealth Management

Number 8860726. Michael joined AssetMark in 2010 and has held a number of leadership positions, including Head of National Sales and Consulting, Chief Client Officer, and President (2021–Present). Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG.

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Deals & Moves: Focus Partners Wealth Merges in $5.6B California RIA

Wealth Management

Number 8860726. The firm is led by Mark Ring and Dan Morrison, who founded the RIA in 2006 and joined the Carson community in 2016. Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG.

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JPMorgan Asks Court To Stop Ex-Advisor Who Joined Wells Fargo From Soliciting Clients

Wealth Management

Number 8860726. According to the suit filed this week, Calcote joined JPMorgan in 2016 and became a private client advisor the following year. The client was concerned about how Calcote had his non-publicly listed cell number, but she purportedly called a week later and offered a $3,500 signing bonus to move to Wells Fargo.

Clients 188
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Mariner Hires M&A Lead Rob Sandrew to Oversee $40B Independent Channel

Wealth Management

Number 8860726. Sandrew joined the RIA in 2016 and helped it grow from about $3 billion in client assets to more than $21 billion. Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG.

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Bluespring Merges Two Texas-Based Firms to Create $1.4B RIA

Wealth Management

Number 8860726. 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. Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG. Registered in England and Wales.

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RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth

Wealth Management

Number 8860726. In 2016, AZ Business Magazine recognized Kerr as one of Arizona’s Most Influential Women. Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales.

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$2.2B Resonant Capital Merges with Tax, Accounting Firm QBCo

Wealth Management

Number 8860726. QBCo, founded in 2016 by Tony Berndt, Kathy Rotta and John Himmelspach, specializes in tax compliance, succession planning and private business valuations. Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG. Registered in England and Wales.