American National Bank of Texas, an independently owned bank with more than 30 locations throughout North Texas, has selected Ameriprise Financial Services as its new broker-dealer.
The Terrell, Texas-based bank joined the Ameriprise Financial Institutions Group from LPL Financial with a team of six financial advisers who help clients manage over $483 million in combined assets.
As part of the transition, the bank formally named its investment program ANBTX Investment Services, a financial advisory practice of Ameriprise Financial Services, Ameriprise said in a press release Monday.
Kathy A. Howe, executive vice president and director of wealth management at ANBTX, leads the ANBTX Investment Services group. The team includes financial advisers Daniel Finch, Jennifer George-Smith, Patsy Gómez, Karen Martin, Cassie Perry and EJ Pipkin; retirement plan adviser Carol Dogans; and senior vice president and program manager Cheryl Sutter.
"Im glad to see that from a regulatory perspective, we're going to get the ability to show we're responsible [...] we'll have a little bit more freedom to innovate," Farther co-founder Brad Genser told InvestmentNews.
Former advisor Isaiah Williams allegedly used the stolen funds from ex-Dolphins defensive safety Reshad Jones for numerous personal expenses, according to police and court records.
Taking a systematic approach to three key practice areas can help advisors gain confidence, get back time, and increase their opportunities.
Meanwhile, Osaic lures a high-net-worth advisor from Commonwealth in the Pacific Northwest.
The deals, which include its first stake in Ohio, push the national women-led firm up to $47 billion in assets.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
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.
