Andrew Nigrelli, whose Waltham, Mass.-based advisory business manages $230 million in assets through the Carson Wealth RIA, has acquired the business of Atlantic Capital Management of Holliston, Mass., a registered investment adviser managing $126 million.
William Newell, who ran Atlantic, as well as another wealth adviser and Atlantic’s operations manager are joining the Nigrelli team.
Nigrelli, who formerly ran a hybrid firm, joined Carson Wealth earlier this year.
Faulty Forms 1099 and account statements reportedly left some Vanguard brokerage customers overpaying or underpaying taxes for over a decade.
The democratization of ETFs cuts both ways
Independent broker-dealers snap up experienced advisors as competition for established practices intensifies.
Derek Flowers, a nearly 30-year veteran, is set to retire in mid-January, handing the reins to the executive who helped lead the bank's regulatory turnaround.
The campaign spans broadcast TV and streaming, as the brokerage faces slowing client net flows and an $8.1 billion advisor team that left to launch an RIA this month.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
