Advisor Trio Departs Procyon to Launch RIA
Three advisors recently left Dynasty-backed Procyon Partners to set up Third View Private Wealth, an RIA in Westport, Conn.
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Three advisors recently left Dynasty-backed Procyon Partners to set up Third View Private Wealth, an RIA in Westport, Conn.
Continue ReadingAdvisors should avoid the temptation to dismiss the significance of forfeiture lawsuits.
Continue ReadingThe pros and cons of dual enrollment, AP classes and IB programs.
Continue ReadingIn addition, Cetera’s Avantax brings on a tax specialist advisory, and Raymond James adds two new practices from advisors previously at Edward Jones, Janney, and LPL.
Continue ReadingFlorida-based Stephen Mellinger helped clients prepare tax returns that bilked the IRS of $37 million and earned him and co-conspirators about $3 million in fees and stolen funds.
Continue ReadingThe firm’s annual fund fee study found average fees dropped only 2 basis points in 2024.
Continue ReadingThe tech platform provider adds $230 million in Series G funding, which it will use primarily to provide liquidity to employee shareholders.
Continue ReadingDespite increased popularity, the promise of UMAs has only been partially realized.
Continue Reading1280 Financial Partners also comes with institutional consulting capabilities it will offer to other Sanctuary partner firms.
Continue ReadingDominic West, Paulina Quiroz and Emma Pill @ Blush x Daily Front Row Sounds of Summer event. Photo Credit:Bobby Rachpoot Invite-only dating app Blush, hosted an intimate cocktails and caviar soiree with The Daily Front Row on May 8, 2025, in the Hollywood Hills. The party was held at an…
The post Stars Shine at Blush x Daily Front Row’s Sounds of Summer with John Alto & Surf Mesa appeared first on Social Life Magazine | Luxury Publication for the Hamptons.
Continue ReadingSeveral wealth managers announced hires for key positions, including multi-family offices Parcion and Nordwand.
Continue ReadingGlobal Empowerment Mission @ The Kiss That Cares event. Photo Credit: Shutterstock On Tuesday, April 22nd, many came together with a shared purpose—to support cancer patients in need through the Cancer Patient Care Program at City of Hope LA. Rhonda’s Kiss is dedicated to easing the burden of non-medical expenses…
The post Rhonda’s Kiss and Global Empowerment Mission Unite In Los Angeles To Support City of Hope Cancer Patients Affected By The LA Wildfires With Partners Anastasia Beverly Hills, Jonah’s Kitchen and J’Adore Les Fleurs appeared first on Social Life Magazine | Luxury Publication for the Hamptons.
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