Scott Phelan and Kevin Myers, who managed $473 million at Morgan Stanley in Atlanta, have joined Janney Montgomery Scott.
Making the move with them is Cindy Hions-Dayoub, the team’s wealth planning assistant.
Phelan, who has been in the securities industry since 1994, was with Morgan Stanley for nine years. Myers began his securities career at Morgan Stanley in 2011.
Daejon Love and Taylor Chan's $1.3 million romance fraud scheme exposes how AI search engines can be manipulated by fabricated online identities
“It was a third party scam,” said the attorney representing the claimants.
Meanwhile, &Partners draws another Commonwealth practice, and Wealthcare welcomes a $550 million planning practice in the Northeast.
Palo Alto AI platform recruits RIA and fintech leaders as industry data show AI adoption reshaping advisor staffing.
Meanwhile, Raymond James, Wedbush, and LPL recruited veteran advisors from across Texas, North Carolina, and California.
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
