Shundrawn Thomas joins Bruce and Jeff to discuss his departure from Northern Trust Asset Management to launch The Copia Group. They talk about his reasons for leaving Northern Trust and The Copia Group’s plans. They also go in-depth about Shundrawn’s letters to corporate America reflecting on the racial unrest in this country.
The three-adviser, five-person team, Narragansett Bay Group, makes the switch in Providence, Rhode Island.
The four advisers, who make the switch in Fargo, North Dakota, provide high-net-worth families and businesses with wealth planning strategies.
Williams, who will continue as chief operating officer, assumes the presidency from David Stringer.
Ash Chopra launches Syon Capital and most of the 10 professionals joining him in the move were team members at Merrill.
The women-led Lakeview Wealth Management, which is based in Deer Park, Illinois, offers retirement and financial planning services.
Howard Woo, Luke Schell make the wirehouse switch in Irvine, California, and operate as Sequoia Partners.
The ETF is designed so that all net profits from managing the fund are donated to Susan G. Komen on an annual basis.
The eight-adviser group, which operates as The Wise Investor Group of Raymond James in Reston, Virginia, joins the firm's employee channel.
The managing partners of The Albany Group, which is based in Decatur, Alabama, use LPL's services for breakaway brokers.
