First Legacy Wealth Management affiliates through JFC Advisor Network. The advisory firm is based in San Angelo and Big Spring, Texas.
The registered investment adviser Quest Capital Management, based in Dallas, will add assets and 17 staff members to the $32 billion Mercer Advisors.
The three-person Truist team includes Charles Mintz, Timothy Gray and Wren Mintz, and is moving to the employee unit of Raymond James.
The expense ratios will drop from an average of 12 basis points to 8 basis points.
Miller Advisors is a mother-and-daughter advisory team based in Kirkland, Washington.
The Securities and Exchange Commission charged that from at least 2014 until 2019, Buttonwood took steps to avoid paying transaction costs by focusing client investments in more expensive mutual funds.
Polaris is headed by partners Corey Basehore and Justin Dunwoody and includes adviser Sarah Leer, two junior advisers and a nine-member office staff.
Writer and researcher Jamie Hopkins, managing partner of wealth solutions at Carson Wealth, discusses at length with Jeff and Bruce the current Democratic tax plan making its way through Congress. They discuss realistic outcomes of the bill and ramifications for advisers and clients. They also discuss crypto, the new Carson headquarters building, and the Bain Capital investment.
The challenge now is for organizers to make even more people feel safe enough to return in person.
The agency alleges that Michael Shillin lied to clients, many of them elderly, about the value of their investments.
