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.
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
