The Minnesota-based firm's new COO comes with deep experience and a sterling reputation for supporting independent advisor transitions and growth efforts.
The veteran with more than 25 years' experience will drive the firm's expansion into SMAs, alts strategies, and address advisors' need for low-cost access to crucial ETF strategies.
The platform, which features a real-time screening function, improved data transparency, and one-click trading, aims to address a longstanding portfolio pain point for advisors.
The fintech startup will help advisors at the $9B RIA achieve organic growth with enhanced services to business owner clients.
Analysis from the National Council of Aging reveals "a snowballing crisis" of financial insecurity as costs of long-term care outpace income and home value gains.
The firm's latest string of hires from Morgan Stanley and Wells Fargo, expand its profile in the California and Miami markets.
The six-advisor team led by two brothers widens Wells Fargo Advisors' high-net-worth Private Client Group in New York City.
The firm has secured its second location in Billings with a six-person advisory team managing over $400M in assets.
The indictment revealed on Thursday represents a stunning fall from grace following a monthslong corruption investigation.
The independent giant is looking to its next stage of growth as it adds and promotes industry veterans to its executive suite.
