A two-adviser team managing $250 million at Wells Fargo Advisors in Charlotte, North Carolina, has joined Janney Montgomery Scott.
Richard Morrow and Tommy Hicks, operating as the Morrow Hicks Wealth Advisory Group, were joined in the move by their associate, Sara Price.
Also joining Janney are Gregory Kuhn, who managed $97 million at Merrill Lynch in New Hope, Pennsylvania; Patrick Witheril, who managed $88 million at Wells Fargo Advisors in Westbrook, Connecticut; and Vincent Crudo, who managed $112 million at RBC Wealth Management, also in Westbrook, Connecticut.
A new analysis finds long-running fiscal woes coupled with impacts from the One Big Beautiful Bill Act stand to erode the major pillar for retirement income planning.
Caz Craffy, whom the Department of Justice hit with a 12-year prison term last year for defrauding grieving military families, has been officially exiled from the securities agency.
After years or decades spent building deep relationships with clients, experienced advisors' attention and intention must turn toward their spouses, children, and future generations.
The customer’s UBS financial advisor allegedly mishandled an options strategy called a collar, according to the client’s attorney.
An expansion to a 2017 TCJA provision, a permanent increase to the standard deduction, and additional incentives for non-itemizers add new twists to the donate-or-wait decision.
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.
