For a while now, Malcolm Ethridge, founder of Capital Area Planning Group, has followed a strict philosophy when it comes to hiring. “I exclusively look for career changers,” he says. “They have a different perspective from someone who’s been in the financial advisory professional field as long as I have.”
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by Alex Ortolani, Senior Reporter, WealthManagement.com December 10, 2025 Concurrent tops asset gathering record in 2025, with a total of $30 billion across wealth and
Dec 10, 2025 The firm added seven advisory teams in the fourth quarter and crossed $15B in assets under advisement, bringing the total AUM/AUA to
December 9, 2025 https://www.youtube.com/watch?v=1NL1lCkQE0s&t=620s Life transitions can push people into uncharted territory. Whether it’s a career change, moving to a new home, marriage, or retirement,
December 2, 2025 CLick here to Download the Report US wealth management appetite growing amid fund solution proliferation Wealth managers represent the fastest-growing investor segment
