A mother-son pair of financial advisors that managed $175 million in client assets at Cetera Advisor Networks has joined Equitable Advisors, the firm announced Wednesday.
Tamara Kukainis and Daniel Kukainis operate Schwartz Financial Services in Marlton, New Jersey, a firm founded by Tamara’s father, Julian Schwartz, in 1958, and led by Tamara since 1997. The pair will affiliate with the Firstrust Financial Resources team, which is part of Equitable Advisors’ greater Philadelphia branch.
Tamara Kukainis has 35 years of experience, according to her BrokerCheck report, and had been affiliated with Cetera since 2013.
The pair joined Equitable in order to provide better services for their clients.
“We’re extremely proud of our legacy, which spans more than six decades of helping clients achieve financial wellness,” Tamara Kukainis said in a statement. “As we explored the right firm to help take our financial guidance and service excellence to the next level, Equitable Advisors was the clear choice for us. Its open-architecture platform gives us a wider array of solutions to meet our clients’ and their families’ full range of needs.”
“With clients’ financial lives becoming more complex, it’s important that we look to the future and have access to leading technology that allows us to be more nimble,” Daniel Kukainis said.
Equitable Advisors had $80.4 billion in assets under administration at the end of June.
Advisors can set their practice apart and win more business with a powerful graphic describing their unique business and value proposition.
The Labor Department's reversal from its 2022 guidance has drawn approval from crypto advocates – but fiduciaries must still mind their obligations.
With $750 million in assets and plans to hire a RIA Growth Lead, Autopilot is moving beyond retail to court advisors with separately managed accounts and integrations with RIA custodians such as Schwab and Fidelity.
Elsewhere on the East Coast, a Boca Raton-headquartered shop has acquired a fellow Florida-based RIA in "a natural evolution for both organizations."
After advising on nearly $700 million in retirement assets, 27-year veteran Greg Mykytyn is bringing his expertise in ESOP and 401(k) plans to the national RIA in Texas.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
From direct lending to asset-based finance to commercial real estate debt.
