Tag: Prime Capital

By understanding estate and trust taxes, advisers can branch into a lucrative side of wealth management.

Former CIO Scott Duba was appointed president, and Will McGough is the new CIO.

He will serve as director of Prime Capital Retirement’s fiduciary and ERISA practice.

The program aims to support diversity in the financial services industry.

HilltopSecurities works with Broadridge Financial; DFD Partners partners with AdvisorHub; Advyzon, TradePMR launch expanded integration; and more.