Explaining how tech is protecting them is key to winning people over.
Financial advisor trio previously managed $420M at Merrill Lynch.
The Maryland-based firm will become an affiliate partner of Summit.
Report reveals texting and messaging apps common at RIAs and broker-dealers.
The move combines wealth management and investment advisory under one name.
Natixis Investment Managers’ portfolio managers, strategists and executives share their outlook.
The firm has also hired a new CIO as it scales up its operations.
$1T asset manager has also promoted Americas real estate head to a global role.
People moves are gathering pace as the new year gets underway.
It's the firm's first announced deal of 2024 following 12 last year.
