Alex. Brown, a division of Raymond James, said it has added Daniel Laiter, a Florida advisor who managed more than $250 million in assets at Merrill Lynch.
Laiter will join the firm’s Brickell Avenue branch in Miami.
According to his BrokerCheck report, Laiter has 25 years of experience. He had been affiliated with Merrill Lynch since 2008, and earlier did stints at Lehman Brothers, Credit Suisse Securities and Donaldson Lufkin & Jenrette.
Elsewhere, Ameriprise added a $470 million Wells team in New York, while an ex-Morgan Stanley advisor bolsters UBS' Austin, Texas office.
Financial advisors play an essential role in helping small business owners navigate their transition out of the company — and into retirement.
NFP data shows an engagement gap is holding back retirement readiness despite high trust.
Alan Feutz leaves the wirehouse in Illinois, while a team of five make a break from their Connecticut firm.
“The White House has extremely strict ethical guidelines with respect to issues like this,” said Press Secretary Karoline Leavitt.
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
