Newsroom
Arkansas Business - October 2023
Asset Ascent: Three Investment Firms see 40%+ Asset Growth
Matt Jones is interviewed by Arkansas Business about the growth of assets under management for Legacy in 2023.
Arkansas Money & Politics - October 2023
Death and Taxes: What Life Insurance Can Do For Your Estate Plan
Arkansas Money & Politics interviews Jason Prather about how Life Insurance can help with Estate Planning.
InvestmentNews - March 2023
Arkansas RIA recruits $650 million trio, becoming one of state’s largest advisory firms
InvestmentNews - one of the leading sources for news, analysis and information essential to the financial advisory community - has published an article about Brian Wood, Michael Peebles, and DeAnn Gann joining Legacy to open a new office in Northwest Arkansas.
Arkansas Money & Politics - January 2023
2023 AMP Influencers of the Year
Arkansas Money & Politics has chosen Matt Jones as one of its 2023 Influencers of the Year.
Peak Trust Webinar - Asset Protection and Estate Planning Using SLATs - October 2022
Peak Trust Webinar -Asset Protection and Estate Planning Using SLATs
Matt Jones is featured in a webinar discussing Private Placement Life Insurance and how it can benefit clients.
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.
Forbes - July 2022
America's Top Financial Security Professionals - Best-In-State List 2022
Forbes Top Financial Security Professionals Best-In-State List for 2022 has selected Jason Prather as the leading producer in Arkansas.
Citywire- July 2022
50 Growers Across America
Legacy Capital has been named as one of the 50 Growers Across America by Citywire.
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 - December 2021
Power Women 2021
Jessica Sorg is featured as one of Arkansas Money & Politics' Power Women of 2021.
Pacific Life and Wall Street Journal Custom Content - November 2021
Solving the Financial Puzzle of Blended Families
Jason Prather has contributed to an article published by the Wall Street Journal and Pacific Life, offering tips for helping clients navigate more complex family dynamics.
Forbes - November 2021
America's Top Financial Security Professionals
Forbes has selected Jason Prather as one of America's Top Financial Security Professionals.
Little Rock Soirée - September 2021
Little Rock Soirée's Best Insurance Agents 2021
Jason Prather is selected as one of Little Rock's best insurance agents in the magazine's 2021 "Best of" listings.
Talk Business & Politics - January 5, 2021
Legacy Capital, Trent Capital Complete Merger
Talk Business & Politics, a news website that covers business, politics and culture in Arkansas cover the news that Trent Capital and Legacy Capital are now one.
Arkansas Business - January 5, 2021
Legacy Capital, Trent Capital Complete Merger
Arkansas Business carried the news about the Trent Capital / Legacy Capital merger.
Arkansas Money & Politics - January 5, 2021
Legacy Capital and Trent Capital Management Merge, Forming New Independent Wealth Management Firm
Arkansas Money & Politics (AMP) featured Legacy Capital's president Matt Jones in this article about our exciting merger.
Wealth Adviser - January 5, 2021
Legacy Capital and Trent Capital Complete Merger
Wealth Adviser wrote about the Trent Capital / Legacy Capital merger. If you are a financial advisor looking to join a larger team, we are interested in speaking with you.
Yahoo! Finance - January 2021
Legacy Capital and Trent Capital Complete Merger
Legacy Capital Wealth Partners and Trent Capital Management announced that they have merged to form one of the largest independent Registered Investment Advisory firms in the state.
Arkansas Money & Politics - September 2020
Best Financial Advisors
Matt Jones is profiled for this leading Arkansas publication.
Soiree - August 2020
Soirée's Best Insurance Agents 2020
Matt Jones and Jason Prather are selected as the magazine’s best insurance agents in their 2020 “Best of” listings.
Arkansas Business - May 14, 2020
Executive Forecast: Business Leaders in Arkansas Look Ahead
Matt Jones was interviewed for his perspective on the next six months of business amid COVID-19.
RIA - November 2019
Schwab, TD Merger: RIAs Eye Price and Service Changes, Consider Extra Custodian
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 Stock Could Surge With TD Ameritrade Deal
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
Former Baptist Health Executive Takes Over As COO at Legacy Capital
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.
Soiree - August 2019
Soirée's Best Insurance Agents 2019
Matt Jones and Jason Prather are selected as the magazine’s best insurance agents in their 2019 “Best of” listings.
be501 - August 2019
Young Professional Spotlight: Jessica Sorg
Legacy Capital’s Jessica Sorg is profiled by Be 501, a Think Big Little Rock publication for and about young professionals in the area.
MarketWatch - June 2019
Bob Roberts Joins Legacy Capital as Chief Operating Officer
Former Baptist Health CFO Brings Strategic Growth Expertise to Leading Little Rock Wealth Management Firm
Arkansas Money & Politics - November 2018
The Faces of Wealth Management
Matt Jones and Jason Prather are profiled for this leading Arkansas publication.
Thought Leader Talk - November 2018
Making the Complex Simple
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
Matt Jones
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.”