A five-person team managing $630 million at UBS in San Antonio has joined Rockefeller Capital Management.
The team, known as Adapt Partners, consists of advisers James Augustine, David Lloyd Jr., Charles Hoffman Jr. and Jeffrey Anderson, and a client relationship manager, Londa Willems.
This is the ninth team that Rockefeller has added so far this year and the 50th team it has added since its launch in 2018, according to the press release.
The Trump accounts are “generationally changing” and bring financial literacy to youth, said IRS chief Frank Bisignano.
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.
Many people are taking a dangerous gamble with their financial future, new study warns.
Britt is named CFO of Wipfli, a $600 million accounting firm that audits two NFL franchises
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
