A four-adviser team managing $1 billion at Citigroup Global Markets in Great Neck, New York, and Stamford, Connecticut, has moved to Merrill Lynch.
The team is led by Frank Falco, who is based in Great Neck and was with Citi for 22 years.
The three other advisers, based in Stamford, are: Kevin Condon, who spent seven years at Citi and started his career as a portfolio manager; John Huber, who was with Citi for 15 years; and Alexandra Maksimow, who spent 10 years at Citi, first as a commercial banker, then in the private bank and then as a private banker to high-net-worth clients.
Medicare scam, pandemic benefit theft, offshore tax evasion — federal prosecutors are casting a wide net.
Report finds that pension income acts as a financial lifeline for retirees facing late-life shocks and raises urgent questions about the DC-only future.
Nine-month electronic trading freeze and share lending program at the center of dismissed claim.
Meanwhile, Rossby Financial's leadership buildout rolls on with a new COO appointment as Balefire Wealth welcomes a distinguished retirement specialist to its national network.
With a smaller group of companies driving stock market performance, advisors must work more intentionally to manage concentration risks within client portfolios.
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
Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline
