A five-adviser team managing $400 million at Morgan Stanley has joined Rockefeller Capital Management and will open an office for the firm in Scottsdale, Arizona.
The team is led by Kenneth Milano, who joined Morgan Stanley in 2011 after a stint at Merrill Lynch, according to BrokerCheck.
The team includes Richie Schmock, Kent Weaver, Alexander Barrett, Laura Rider and Abbey Mathew.
With targeted "comfort calls" and strategically automated follow-ups, advisors who leverage their CRM systems effectively can show up when clients need them most.
The plan could offer $24,000 in relief for some taxpayers, but experts warn of consequences.
"I've seen lots of denial in this business but this GPB thing take the cake," says one industry executive.
Commentary from state-owned publication blasts sale to investor consortium as "spineless groveling," denting Hong Kong-based firm's stock.
Higher interest rates and a strong US dollar, which traditionally act as headwinds, haven't deterred market-stung investors from seeking refuge in the yellow metal.
In an industry of broad solutions, firms like intelliflo prove 'you just need tools that play well together'
Blue Vault Alts Summit highlights the role of liquidity-focused funds in reshaping advisor strategies
