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.
RIA aggregator adds $4.8 billion in client assets across seven states as demand grows for alternatives to traditional succession models.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Shareholder targets FS KKR Capital's directors over alleged portfolio valuation and dividend missteps.
UBS has a history of costly litigation stemming from the sale of volatile investment products.
New director David Woodcock puts firms on notice over fees, conflicts, and liquidity risk as private credit shows signs of stress.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline
