African-American Advisor Association Names Its First CEO

Published on October 1, 2024

Association of African American Financial Advisors Names First CEO

Continue reading on website
Other news

Mercer Advisors Acquires $523M RIA In North Carolina

October 1, 2024
Mercer Global Advisors has boosted its presence in North Carolina with the acquisition of Kiely Wealth Advisory Group (KWAG), an Oak Ridge, N.C.-based firm with $523 million in assets under management, according to a news release.

Former Edelman Advisor Sues To Break Non-Solicitation Agreement

October 1, 2024
Josh Hederick filed his complaint in North Carolina federal court, alleging that Edelman’s litigation record means he can’t trust they’ll work with him on his departure “in good faith.”