A four-adviser team that managed $1.35 billion at Merrill Lynch in Dallas has joined Stifel Nicolaus.
The advisers — Robert DeBeer , Russell May, Stephen DeBeer and Blake Hanna — operate as the DeBeer May Hanna Wealth Management Group.
Robert DeBeer has 36 years of experience and started his career at Blinder Robinson, according to his BrokerCheck report. May has 22 years of experience, starting at UBS in 1998. Hanna has 27 years of experience, starting at Bear Stearns in 1992. Stephen DeBeer joined Merrill in 2013.
The team’s three support staff members also made the move.
Blue Anchor Capital Management and Pickett also purchased “highly aggressive and volatile” securities, according to the order.
Reshuffle provides strong indication of where the regulator's priorities now lie.
Goldman Sachs Asset Management report reveals sharpened focus on annuities.
Ahead of Father's Day, InvestmentNews speaks with Andrew Crowell.
Cerulli research finds nearly two-thirds of active retirement plan participants are unadvised, opening a potential engagement opportunity.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today’s choppy market waters, says Myles Lambert, Brighthouse Financial.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
