A woman-led three-adviser team managing $244 million at Wells Fargo Advisors in Grand Junction, Colorado has joined D.A. Davidson.
The Squier and Martinez Financial Management Group is headed by Cheryl Squier and includes Brooke Martinez and Clay Squier. They have opened Davidson’s first office in Grand Junction.
Cheryl Squier has 29 years of experience, according to her BrokerCheck report, and had been at Wells Fargo since 2011.
The proposal would end decades of paper-first delivery rules, but keeps a paper opt-out and draws early praise from fund and annuity industry groups.
The Trump accounts are “generationally changing” and bring financial literacy to youth, said IRS chief Frank Bisignano.
The Kansas-based RIA giant's latest purchase extends a run of specialized acquisitions that has defined its growth strategy through 2026.
Deal adds a $299 million tax-and-wealth practice as the RIA aggregator advances acquisition strategy around integrated financial and tax planning.
Large and mega plans show strongest appetite, but fee confusion persists.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
