PartnersFinancial Podcast - October 2022
PartnersFinancial Podcast -Episode 32: Learnings from Levine
Jason Prather joins Shane Swanson to discuss the Levine Case, considerations about the insurance design, and what they learned and will utilize going forward when it comes to intergenerational split dollar cases.
Arkansas Money & Politics - March 2022
AMP C-Suite 2022
Bob Roberts was chosen to be a part of AMP magazine’s C Suite list – a feature where readers chose their favorite C-Suite executives.
Arkansas Money & Politics - February 2022
Fifty over 50
Arkansas Money & Politics has chosen Matt Jones as one of the business leaders featured in their inaugural Fifty over 50 list.
Arkansas Money & Politics - January 5, 2021
Arkansas Money & Politics (AMP) featured Legacy Capital's president Matt Jones in this article about our exciting merger.
Arkansas Business - May 14, 2020
Matt Jones was interviewed for his perspective on the next six months of business amid COVID-19.
RIA - November 2019
With reports that discount brokerage firm Charles Schwab is in talks to buy rival TD Ameritrade in a $26 billion deal, executives across the RIA space are already thinking about what advisors can expect in terms of pricing and services.
Barron's - November 2019
Charles Schwab and TD Ameritrade say they plan to tie the knot in a $26 billion all-stock deal. The companies confirmed plans for a merger on Monday morning. Shares of both rose last week on reports that Schwab (ticker: SCHW) wants to buy TD Ameritrade (AMTD). If regulators sign off the combined company would have more than $5 trillion in assets and vast scale across asset management, advisory services, and trading. And Schwab stock would probably benefit long term.
Arkansas Money & Politics - September 2019
The former chief financial officer for Baptist Health is joining a Little Rock-based wealth management firm. Robert C. “Bob” Roberts is joining Legacy Capital as the firm’s chief operating officer.
MarketWatch - June 2019
Former Baptist Health CFO Brings Strategic Growth Expertise to Leading Little Rock Wealth Management Firm
Thought Leader Talk - November 2018
Legacy Capital’s Matt Jones talks about "Making the Complex Simple" in this presentation to peers attending the Advisor Thought Leader Summit 2018 at the University of Chicago Gleacher Center, Downtown Chicago IL. Successful people typically end up with very complex financial realities. But as we age -- and as death and disability sometimes come into play -- having a complicated reality just makes things worse. Matt provides a real-life example of a couple that, thankfully, had the foresight to simplify their financial reality before the untimely death of a spouse.
Thought Leader Interview - November 2018
Legacy Capital’s Matt Jones says that no matter how much wealth his firm's clients have amassed they still have worries and anxieties of some sort. His team works to provide greater peace of mind so that they can focus on what matters most to them.
In this Thought Leader interview, Matt talks about the firm's process for providing peace of mind for clients, most of whom are highly-successful business owners. Legacy Capital starts by focusing on what the person values -- not just the value of what they own.
The interview is conducted by Angie Larsen, a broadcast professional who is perhaps best known for the14 years she spent as news anchor for ABC 4 News in Salt Lake City and talk show host on the Emmy Award-winning Good Things Utah.”