Key Group Management, a Ramsey, New Jersey-based hybrid RIA practice managing $500 million, has switched its broker-dealer affiliation to Concourse Financial Group Securities, a division of Protective Life, from Royal Alliance.
Key Group, which has nine financial professionals and is led by Patrick Murray and Colin Heafy, has offices in New Jersey, Massachusetts and Arizona.
Firms in New York and Arizona are the latest additions to the mega-RIA
The agent, Todd Bernstein, 67, has been charged with four counts of insurance fraud linked to allegedly switching clients from one set of annuities to another.
“While harm certainly occurred, it was not the cataclysmic harm that can justify a nearly half billion-dollar award to the State,” Justice Peter Moulton wrote, while Trump will face limits in his ability to do business in New York.
Sieg, 58, was head of Merrill Wealth Management, left in 2023 and returned that September to Citigroup, where he worked before being hired by Merrill Lynch in 2009.
Technology can do a lot of things, but advisors still have undeniable value
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.
