Wealthmanagement

New Dynasty-Backed RIA Faces Lawsuit By Former Firm

Wealth Management
 
WealthManagment.com Daily Memo
Wealth Management Daily Memo

MAY 30, 2024

RIA NEWS

New Dynasty-Backed RIA Sued By Former Firm

Salomon & Ludwin has filed a lawsuit against former employees who launched Founders Grove Wealth Partners, claiming they breached employment contracts and stole trade secrets.

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INDUSTRY

Raymond James Adds $1B Team to Bank Division

The Horizon Group, a team of five advisors and four branch professionals, joins Pinnacle Asset Management, an affiliated bank branch, from Truist.

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FASTCHAT VIDEO
Building a Firm for the Future
Join Shannon Rosic and Dana Rhodes, as they discuss Axtella's recent rebranding and firm initiatives, focusing on personalized services, next-gen advisor support, and innovative technology in the financial services industry.
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INDUSTRY

Arete Acquires $800M San Francisco Firm

Portsmouth Financial Services will continue to do business under its original name, with Chairman Ray Lent and CEO Echo Chien also remaining onboard.

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PODCAST

Focused on the Future: Rita Robbins on the Evolution of Women in Finance

The founder and president of Affiliated Advisors discusses the crucial rule networking places in succession planning, navigating change and more.

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WEBINAR
Bonds Take Center Stage: The Fixed Income Outlook and Multi-Sector Opportunities
Join us on Thursday, June 20, to explore high-quality bond opportunities amid volatile US interest rates and discover compelling strategies for your portfolio.
Register Now >