Boston Harbor Wealth Advisors, a super office of supervisory jurisdiction for Raymond James, has attracted advisers from Morgan Stanley and Merrill Lynch, as well as two independent teams, who collectively manage $686 million in assets.
Bill Sherlach, Jim Mead and Sal Trombetta, who operate as the IST Group and managed $336 million at Morgan Stanley, are based in Fairfield, Connecticut.
Brian M. Marino, Gene Craciun and their five-person team, who operate as OnPoint Wealth Partners in Cleveland, manage $250 million and were formerly affiliated with MML Investors Services.
Former Merrill Lynch adviser Jeffrey Fitz, who managed more than $50 million in Briarcliff Manor, New York, and John Meaken, who also manages more than $50 million and was formerly affiliated with LPL in Beverly, Massachusetts, also affiliated with Raymond James through Boston Harbor Wealth Advisors.
Daejon Love and Taylor Chan's $1.3 million romance fraud scheme exposes how AI search engines can be manipulated by fabricated online identities
“It was a third party scam,” said the attorney representing the claimants.
Meanwhile, &Partners draws another Commonwealth practice, and Wealthcare welcomes a $550 million planning practice in the Northeast.
Palo Alto AI platform recruits RIA and fintech leaders as industry data show AI adoption reshaping advisor staffing.
Meanwhile, Raymond James, Wedbush, and LPL recruited veteran advisors from across Texas, North Carolina, and California.
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
