A four-adviser, all-female team managing $800 million at Wells Fargo Advisors in Miami has gone independent as Green Grove Wealth Management and affiliated with Miami-based Insigneo.
The four advisers — Isadora Del Llano, Yzana Oestreicher, Maria Elena Garcia and Nilia Gasson — are all Wells Fargo veterans. The team has clients in Latin America, the Caribbean and Europe as well as in the U.S.
Del Llano spent 21 years at Wells Fargo and its predecessor firms. Oestreicher, who has 26 years of experience in the financial services industry, spent the past 24 years at Wells Fargo and its predecessor firms.
Garcia, a 45-year financial veteran, started her career at Chase Banking International and spent the remaining 30 years at Wells Fargo and its predecessor firms. Gasson has been an adviser for 40 years, the past 30 years of which she spent at Wells Fargo and its predecessor firms.
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
