Tony Esses and a team of advisers managing $800 million at Wells Fargo in Coral Gables, Florida, have moved to Snowden Lane Partners, a New York-based hybrid.
With the move, Snowden Lane, which has 12 offices and 116 employees, will manage more than $8 billion.
Esses and his advisers specialize in serving the needs of Argentinian investors. Before joining Wells Fargo in 2014, Esses was with Barclays and Republic National Bank of New York.
Meanwhile, Carson Group extends its acquisition strategy with a Maryland-based advisory practice.
Financial advisor Craig Robson shares the lessons he learned after leaving Merrill Lynch to set up his own practice in the fourth installment of InvestmentNews' new 'Independence Stories' series.
With an aging advisor population, report looks at demographics, structures.
Formerly Fidelity Investments leader will drive move to comprehensive services.
Lawmakers decided not to agree compromise proposal in Trump tax bill.
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.
