A Merrill Lynch team managing $550 million in Northbrook, Illinois, has joined Rockefeller Capital Management, a New York-based advisory firm managing $5.4 billion.
The team is led by Bill Colwyn and Dan Mendelson, both of whom had worked at Merrill Lynch since 2008, and is known as the CM Private Wealth Group.
The team also includes Michelle McCabe, the chief operating officer.
A last-minute court filing ends a case against the federal tax-collecting agency that had drawn unprecedented conflict-of-interest questions from Democratic critics.
Advisors discuss their use of AI now and how it will change going forward
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.
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
