The Moore Group, a five-person team managing $500 million at Morgan Stanley in Dallas, has joined Rockefeller Capital Management, a large New York-based hybrid.
The team is led by Marie Moore, who has 32 years of experience, according to her BrokerCheck record. She joined Morgan Stanley in 2009.
The team includes adviser Shawn D. Moore and associates Robin Barry, Emily H. Lumley and Cassidy Steck.
From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.
Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
