Cate Grinney, who managed $331 million at Edward Jones, has formed the Cate Grinney & Kailee Davis Group and affiliated with the independent channel of Ameriprise Financial.
Grinney's group is based in Faribault, Minnesota.
In addition to adviser Kailee Davis, Grinney’s team includes Beth Sammon and Bridgette Hallcock.
Grinney was attracted to Ameriprise’s commitment to supporting women advisers, deep expertise in financial planning, and vast resources to grow her practice and meet her clients’ specific goals, Ameriprise said in a press release.
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.
Modern Wealth's latest deal for a California-based fee-only RIA marks its fourth acquisition of 2025.
Sen. Warren has warned of private market investment risks due to opacity, illiquidity, and past regulatory issues.
Use of the technology is growing and asset managers see transformative benefits.
Research reveals expectation could be replaced by disappointment.
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.
