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.
Open letter to SEC Chair Paul Atkins questions whether the Ivy League university withheld material information prior to its $750 million taxable bond offering.
The Las Vegas-based hybrid RIA overseeing $8.8 billion in assets has named Andy Kalbaugh president to help scale its advisor platform.
The wealth tech giant – in collaboration with Fidelity, BlackRock, State Street, and Franklin Templeton – is offering its advisor and wealth firm users more ways to diversify.
Deal volume increased post-election but now caution has taken over.
Advisors who expect an edge from alternatives' illiquidity premium – without understanding the underlying terms and explaining them to clients – have a world of learning to do.
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.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
