Focused on the Future: Succession Planning for Financial Advisors with Jorge Padilla

Published on October 21, 2026

Jorge Padilla, CEO of Meira Wealth, talks about his journey from intern to owner of an independent wealth management firm.

Continue reading on website
Other news

Why Family Capital Matters

October 21, 2026
The most important part of a wealth transfer is not the money.

$20B Modera Wealth Management Launches AI Operating Platform

October 21, 2026
The RIA developed Mira over two years with OnTrade, aiming to automate operational tasks, surface business opportunities and support acquisitions.