Succession Backlink, a matchmaking service for wealth management corporations, has sold a minority stake to Merchant Investment Management immediately after separating from Chalice Monetary Community to just take benefit of synergies the Service provider ecosystem can provide. Established in 2013 with just 38 individuals in the initially few months, Succession […]
Succession
The AmeriFlex Team, a Las Vegas, Nev.-centered hybrid RIA and super workplace of supervisory jurisdiction of impartial broker/dealer SagePoint Money, has introduced an unusual succession planning application for advisors within 5 yrs of retirement, established in collaboration with Larry Roth, senior strategic advisor at the OSJ, managing companion of RLR Strategic Partners and longtime unbiased […]
Logan Roy, played by Brian Cox, at his daughter’s wedding reception on season 1 of HBO’s Succession. Colin Hutton | HBO Actors often don’t like to watch their own work once it is out in the public, but no one finds it more difficult to watch HBO’s “Succession” than those who […]