A four-adviser team managing $650 million at Morgan Stanley in New York City has joined RBC Wealth Management’s midtown Manhattan branch.
The Sheresky-Samsen Group is led by Steve Sheresky and Jeff Samsen, each of whom has more than 30 years of industry experience.
Sheresky joined J.P. Morgan Securities in 1985, and Samsen joined in 1986. They moved to Morgan Stanley in 2013.
Two advisers and two administrative personnel round out the team.
The "Crypto Mom" departure would leave the SEC commission with just two members and no Democratic commissioners on the panel.
IFP Securities’ owner, Bill Hamm, has a long-term plan for the firm and its 279 financial advisors.
Meanwhile, a Osaic and Envestnet ink a new adaptive wealthtech partnership to better support the firm's 10,000-plus advisors, and RIA-focused VastAdvisor unveils native integrations with leading CRMs.
A former Alabama investment advisor and ex-Kestra rep has been permanently barred and penalized after clients he promised to protect got caught in a $2.6 million fraud.
As more active strategies get packaged into the ETF wrapper, advisors and investors have to look beyond expense ratios as the benchmark for value.
Wellington explores how multi strategy hedge funds may enhance diversification
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
