The father-daughter team of John and Jennifer Tarantino, who managed $250 million at Morgan Stanley, have set up their own firm in Florham Park, New Jersey, and affiliated with LPL Financial.
The two are using the services of Gladstone Wealth Partners, a large office of supervisory jurisdiction on the LPL system.
John Tarantino had been with Morgan Stanley for 10 years and was with Merrill Lynch for 30 years before that. Jennifer Tarantino joined her father at Morgan Stanley in 2015.
“The White House has extremely strict ethical guidelines with respect to issues like this,” said Press Secretary Karoline Leavitt.
Just how much does it cost for a financial advice exec to stay out of prison?
The advisor both prices FSK's private loans and gets paid on those prices, the suit claims
The proposal would end decades of paper-first delivery rules, but keeps a paper opt-out and draws early praise from fund and annuity industry groups.
The Trump accounts are “generationally changing” and bring financial literacy to youth, said IRS chief Frank Bisignano.
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
