| | | | | Triton Wealth, co-founded by Michael J. Ryan and Wesley T. Hoppe, represents Elevation Point’s third strategic investment since its inception in June. Read More > |
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| | | Duran will help build Grimes & Company into a national RIA, with plans to add five to six locations over the next couple of years. Read More > |
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| | | John Sidery, who managed $70 million in client assets at an Arkansas-based independent firm, has started Olympus Wealth Strategies with RIA platform Uptick Partners. Read More > |
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| | | Edelman moved to add Prime Capital as a defendant in three ongoing lawsuits this week, arguing the firm helped departing advisors steal proprietary information and break non-solicitation vows. Read More > |
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| | | XXI Wealth’s clients include athletes and business professionals and have “extensive operational backgrounds,” according to Dynasty CEO Shirl Penney. Read More > |
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| | | Innovation, strategic networking and cross-generational collaboration offer a path forward. Read More > |
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