Building on our longstanding expertise in supporting family-run independent financial advisor practices, we're excited to announce the launch of our Multigenerational Consulting Solutions (MCS) platform. Furthermore, we've named Chris Yarosh to the newly-created role of Director, Multigenerational Consulting Solutions. Chris is a veteran member of Investcorp's leadership team and leads the new platform. The Multigenerational Consulting
Held each year, PlanForward is our largest and most notable event. More than 500 attendees participate in this three day conference, featuring esteemed keynote speakers, practice building educational sessions, economic and industry updates, strategic partner sessions, and networking
Investacorp Welcomes Empkey Financial to its Broker-Dealer and RIA Platform Independent Financial Advisory Firm Led by Industry Veteran Ray Empkey Brings Over $30 Million in Assets Under Management to Investacorp Investacorp, Inc., a national independent broker-dealer
MIAMI – Investacorp, Inc., a national independent broker-dealer and RIA, representing more than 500 independent financial advisors throughout the U.S., welcomes Genesis Wealth Advisor Group, LLC, with offices in Mount Laurel, NJ and Dunedin, FL.