The Vistria Group has collected around $3 billion for its fifth main fund, completing fundraising for the vehicle to invest in midsize companies in the healthcare, education and financial services ...
In a report released today, Neal Dingmann from Truist Financial maintained a Buy rating on Kimbell Royalty Partners (KRP – Research Report).
The yield on 10-year Treasury notes was trading at 4.695% on Tuesday, the highest since April. The Federal Reserve's top banking regulator said he would step down from his position, but will stay on ...
Mark Sullivan manages $800 million in client assets and is joining Procyon, while St. Petersburg, Fla.-based advisor Mary ...
Procyon Partners has announced the appointment of Mark Sullivan as Senior Vice President and Senior Private Wealth Advisor, a ...
Dynasty Financial Partners announced that it has hired an executive from Raymond James to oversee advisor onboarding.
The 20-year veteran of Raymond James will lead wealth adviser onboarding at Dynasty Financial Partners in St. Pete.
Lindsey Strawhecker is tasked with driving process improvements and technology initiatives to streamline onboarding and ...
As director of transitions, Lindsey Strawhecker will focus on streamlining the onboarding process for advisors joining ...
The independent platform giant's newest executive hire comes with nearly two decades of experience in advisor support, ...
Dynasty Financial Partners today announced that Lindsey Strawhecker has joined the firm as Director of Transitions. With nearly two decades of experience in financial operations and advisor onboarding ...