Naviter Wealth
Hires & Promotions at Evolve Bank, Washington Regional, Water Reclamation Authority (Movers & Shakers)
Banking & Finance moves, as well as a new pickleball director, take the spotlight in this week's roundup of hires, promotions and awards. read more >
Asset Ascent: Three Investment Firms See 40%+ Asset Growth
The biggest of the bunch is Legacy Capital Wealth Partners (No. 7), which nearly doubled its $560 million total in 2022. The Little Rock firm’s almost 82.5% climb propelled it beyond $1 billion this year. read more >
Trent-Legacy Capital Split Goes to Court
The two Little Rock independent registered investment advisory firms merged under the Legacy Capital banner on Dec. 31, 2020. read more >
2 Promoted to Executive VPs at Cromwell Architects Engineers (Movers & Shakers)
Todd Kuhn and Rob Seay have both been with Cromwell around 30 years. In addition, Cromwell has added eight stockholders of the firm. read more >
Naviter Wealth Scouts Expansion to Dallas, Atlanta and Beyond
The Little Rock firm plans to double its assets under management and employee count by the end of 2023. read more >
by George Waldon -
Former Broker Says Paperwork Error Led to FINRA Action
Naviter Wealth CEO Bentley Blackmon received a $5,000 fine and a 3-month suspension. read more >
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