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.
House-passed measure would let fraud victims deduct losses and waive early-withdrawal penalties on stolen retirement funds.
Anthropic's Enterprise plan offers advisors stronger data controls — but smaller RIAs may struggle with the cost.
Partnership with DPL adds Jackson and Protective to insurance marketplace as fee-based annuities gain traction with fiduciary advisors.
Morgan Stanley is one of the leading wealth management companies in the country.
South Carolina and Bay Area advisory teams join the WPCG-backed national platform as RIA dealmaking hits new highs.
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
