A team led by Richard Kersting that managed $950 million at 1879 Advisors has joined New York-based Kuttin Wealth Management, a firm whose representatives are affiliated with Ameriprise.
Kersting, who has 33 years of experience, according to BrokerCheck, leads the nine-adviser New York-based team, all of whom made the move, along with seven support staff members.
Also making a move to Kuttin, which manages $5.1 billion, was Vincent Gianatasio, who managed $192 million at Cadaret Grant. Gianatasio has 44 years of experience and had been affiliated with Cadaret Grant for 32 years, according to BrokerCheck.
InvestmentNews reported in 2017 that the IRS was scrutinizing the tax shelter land deals, called syndication conservation easements.
Advisors gain a second workflow for 401(k) guidance as the fintech expands beyond bulk rebalancing, backed by new policy research on advice access.
New data shows most people do not have enough saved to cover costs and are not fully utilizing their accounts.
Firms announce new recruits this week, with teams overseeing hundreds of millions in client assets switching affiliations.
It’s the 12th deal for Stratos since SEI's investment and follows 11 acquisitions worth $4.8B in 2025.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
