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.
RIA aggregator adds $4.8 billion in client assets across seven states as demand grows for alternatives to traditional succession models.
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
Shareholder targets FS KKR Capital's directors over alleged portfolio valuation and dividend missteps.
UBS has a history of costly litigation stemming from the sale of volatile investment products.
New director David Woodcock puts firms on notice over fees, conflicts, and liquidity risk as private credit shows signs of stress.
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
Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline
