Patrick Fontana and Michael Dunham, who managed $200 million at Merrill Lynch in Dallas, have joined Wealth Partners Alliance, a firm affiliated with Raymond James.
Launched in 2019 by former UBS and Wells Fargo advisers, Dallas-based Wealth Partners Alliance managed $655 million and had $400 million in retirement plan assets under advisement before the addition of Fontana and Dunham.
Fontana has 20 years of experience and had been at Merrill since 2008, according to his BrokerCheck record. Dunham joined Merrill in 2018.
Large and mega plans show strongest appetite, but fee confusion persists.
Many people are taking a dangerous gamble with their financial future, new study warns.
Britt is named CFO of Wipfli, a $600 million accounting firm that audits two NFL franchises
The acquisition pairs Zephyr's 21,000-product separately managed account database with YCharts' newly launched AI agent assistant for investment research.
The war for talent continues in the Sunshine State with as Truist and RayJay teams managing a collective $1 billion in client assets defect to other firms.
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
