Plus Our Wealthtech And Deals & Recruiting Roundups, Robinhood Buys TradePMR, 55ip On Boosting Valuations, Carson Wealth’s Minnesota Expansion, Cerulli’s OCIO Predictions, Sowell’s New Execs And An Interview With BetaNXT’s CEO
San Francisco-based Perigon Wealth Management hired Jonathan Robbins as General Counsel and Chief Compliance Officer, and Michael Mignosi in the newly created role of Director of Organic Growth.
Before
M&A By Steward, Savant, Allworth, Carson And Summit. Recruitments By Fifth Third And &Partners. Strategic Partnerships By Prudential And LPL, Cetera And Eglin Federal Credit Union. Leadership Appointments By Merchant, Beacon Pointe And Elevation Point. And Ryan Shanks Of Apollon Is Our Newest Recrui
Q&A With David Crow Of Axos – Our Wealthtech Leader Of The Month – And Product News Featuring TradePMR, Wealth.com, Luma, Osaic, Black Diamond, Flourish, Communify Fincentric, PureFacts And Advyzon Investment Management.
