News / 02-17-2022 Sean Lindenbaum joins the firm Dynasty Financial Partners Expands to Florida’s East Coast
News / 11-15-2021 Over 500 million dollars in AUM Kandor Global Expands its International Infrastructure with Four New Team Additions
News / 04-30-2021 Miami-based Kandor Global Partners with Summit Financial Holdings and Merchant Investment Management
News / 09-21-2016 According to Cerulli RIAs Continue to Win Marketshare, Growing at 6% While Wirehouses Shrink
News / 05-13-2015 Pershing Report M&A Activity Among RIA Firms Remains Steady but Aligning Strategic Objectives More Important Than Ever
News / 12-15-2014 Cerulli's Report RIA and Dually Registered Assets Will Reach 28% Marketshare By 2018
News / 11-17-2014 Cerulli Estimations The Multi-Family Office Channel Controls More Than US$700bn in the U.S.
News / 09-04-2014 From Santander Maria Holmes: New Head of Asset Management and Trust at BBVA Compass
