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.
Former advisor Isaiah Williams allegedly used the stolen funds from ex-Dolphins defensive safety Reshad Jones for numerous personal expenses, according to police and court records.
Modern Wealth's latest deal for a California-based fee-only RIA marks its fourth acquisition of 2025.
Sen. Warren has warned of private market investment risks due to opacity, illiquidity, and past regulatory issues.
Use of the technology is growing and asset managers see transformative benefits.
Research reveals expectation could be replaced by disappointment.
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.
