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.
Concerns about outliving savings and healthcare costs are reshaping how "Peak 65" Americans and advisors approach income planning.
Some investors recently have seen million dollar plus decisions by FINRA arbitration panels involving complex products decisions go their way.
Former advisor Isaiah Williams allegedly used the stolen funds from ex-Dolphins defensive safety Reshad Jones for numerous personal expenses, according to police and court records.
Modern Wealth's latest deal for a California-based fee-only RIA marks its fourth acquisition of 2025.
Sen. Warren has warned of private market investment risks due to opacity, illiquidity, and past regulatory issues.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
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.
