Integrated Partners, a Boston-based registered investment advisory firm managing $7.8 billion, has hired Stephen Kolano as managing director, investments for its integrated family office.
Kolano spent over 19 years at BNY Mellon in multiple roles, most recently as chief investment officer for BNY Mellon Investor Solutions. He began his career at JPMorgan Chase, Integrated Partners said in a press release Wednesday.
[More: Tom Naratil to leave UBS]
New report reveals 95% of affluent investors need to create or update estate plans.
Partnership aims to boost advisor efficiency across its Wealth Lending Network.
The bank's new training initiative aims to add hundreds of advisors as it expands its mass-affluent advice unit, according to Barron's.
The lawyers' group warns that adjudicating certain claims externally and limiting punitive damages, among other suggestions, could hurt investors.
With Parkworth Wealth Management and its Silicon Valley tech industry client base now onboard, Savant accelerates its vision of housing 10 to 12 specialty practices under its national RIA.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
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.
