Latham & Watkins Makes Significant Additions to Global ESG Advisory Capability
Hart Energy via Yahoo Finance· 7 hours ago“We are thrilled to welcome Sarah and Betty to the firm and to their leadership roles in our ESG practice," Ryan Maierson, a Houston partner and member of the firm ...
Dynasty Financial Partners Files for IPO
Barrons.com· 5 days agoThe firm’s core business—providing middle- and back-office support to financial advisors—made up just over half of the $46 million in revenue Dynasty...
Energy Advisors Group Appoints Adrian Goodisman as Partner
Hart Energy via Yahoo Finance· 10 hours agoEnergy Advisors Group (EAG) announced the appointment on Jan. 25 of Adrian Goodisman as a partner in the Houston-based energy advisory firm. Goodisman joins ...
Finding and Cultivating Wealth Management’s Next-Gen CEOs
Barrons.com· 4 days agoThe financial advisory industry is obsessed with finding next-generation advisors and clients....
One of KC's top accounting firms adds big NYC partnership to its ledger
American City Business Journals· 10 hours agoCBIZ Inc., a Cleveland-based financial, benefits and insurance services provider (NYSE: CBZ), and...
LPL Financial’s Strategic Wealth Services Unit Lands 20th Team
Barrons.com· 18 hours agoLPL Financial scored its 20th team for its Strategic Wealth Services unit, a business that caters to...
Setting the Stage for Intentional Growth in Your Firm
Barrons.com· 20 hours agoAfter all, if business growth is the consequence of delivering enhanced value to clients, then the...
Baltimore-based Facet Wealth raises $100 million in funding
Baltimore Sun via Yahoo News· 6 days agoFacet Wealth, a Baltimore-based financial services technology firm targeting underserved households,...
‘Waiting for the perfect moment may not be the best strategy’: 3 things Americans can do right now...
MarketWatch· 21 hours agoThe latest downturns have come as markets have attempted to recalibrate ahead of policy changes at...
Goldman Sachs appoints Luke Sarsfield as co-head of asset management unit
Reuters via Yahoo Finance· 1 day agoSarsfield will take over the post alongside Julian Salisbury, who has been heading the unit alone...
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