The Martin Wealth Management Group, a nine-person team of financial advisers that managed $625 million at Morgan Stanley in Princeton, New Jersey, has moved to RBC Wealth Management.
The group, which spans three generations and is led by Wade Martin, centers on socially conscious causes, specializing in serving families with members having special needs and those involved in personal injury and wrongful death cases.
The team has also made assisting landowners with land preservation a significant portion of their business.
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
