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.
The move follows earlier dealmaking and leadership changes as the Overland Park-based hybrid RIA builds toward a nonprofit-focused institutional platform.
From building multigenerational relationships to entering new adult planning areas and building healthy financial habits, higher education can be a gateway for advisors to become trusted partners to families.
The wirehouse-focused aggregator's rollout to more than 100 advisors lands as financial advisors race to add tax and estate planning tools.
Also, Orion has added BlackRock, Fidelity, and Vanguard to its custom portfolios suite, and RedBlack has set up a new headquarters after crossing a trillion-dollar milestone.
Also, New York-based Legacy Edge Advisors names its first-ever CEO, while Novare Capital Management hires a Vanguard veteran with a multigenerational planning focus.
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
