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.
Blue Anchor Capital Management and Pickett also purchased “highly aggressive and volatile” securities, according to the order.
Reshuffle provides strong indication of where the regulator's priorities now lie.
Goldman Sachs Asset Management report reveals sharpened focus on annuities.
Ahead of Father's Day, InvestmentNews speaks with Andrew Crowell.
Cerulli research finds nearly two-thirds of active retirement plan participants are unadvised, opening a potential engagement opportunity.
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.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
