Matt Kilgroe, whose team managed $1.2 billion at UBS in St. Petersburg, Fla., has launched Cyndeo Wealth Partners, a registered investment adviser.
The new firm, whose name comes from the Greek word “syndeo,” meaning “connect,” will custody at Fidelity and use the services of Dynasty Financial Partners.
Kilgroe had been affiliated with UBS since 2012 and earlier was with Merrill Lynch.
Blue Anchor Capital Management and Pickett also purchased “highly aggressive and volatile” securities, according to the order.
Reshuffle provides strong indication of where the regulator's priorities now lie.
Goldman Sachs Asset Management report reveals sharpened focus on annuities.
Ahead of Father's Day, InvestmentNews speaks with Andrew Crowell.
Cerulli research finds nearly two-thirds of active retirement plan participants are unadvised, opening a potential engagement opportunity.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today’s choppy market waters, says Myles Lambert, Brighthouse Financial.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
