Mark Killingsworth and Stephen Vessey, who managed $200 million at Wells Fargo Advisors, have created their own firm, Killingsworth & Vessey Financial Partners, in Beaver Dam, Wisc., and affiliated with Raymond James.
Killingsworth began his financial services career in 1986 at Blunt Ellis & Loewi. He joined A.G. Edwards, a predecessor of Wells Fargo, in 1992.
Vessey joined Wells Fargo in 2017 after a career as a teacher, principal, human resources director and superintendent in Wisconsin public schools.
The deal to acquire a 300-client tax firm sets up much-needed succession for its 80-year-old founder, while joining a widening trend of tax service integration among RIAs.
New Nationwide Retirement Institute survey reveals eight in ten Americans agree Social Security needs fixing and how.
Advisor-led adoption has been rapid for tasks from translating annuity contracts into plain English to speedy webinar prep.
Austin, Texas headquartered firm taps former BlackRock managing director following an internal leadership shuffle.
InvestmentNews reported in 2017 that the IRS was scrutinizing the tax shelter land deals, called syndication conservation easements.
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
