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.
Large and mega plans show strongest appetite, but fee confusion persists.
Many people are taking a dangerous gamble with their financial future, new study warns.
Britt is named CFO of Wipfli, a $600 million accounting firm that audits two NFL franchises
The acquisition pairs Zephyr's 21,000-product separately managed account database with YCharts' newly launched AI agent assistant for investment research.
The war for talent continues in the Sunshine State with as Truist and RayJay teams managing a collective $1 billion in client assets defect to other firms.
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
