John Tyers, most recently chief growth officer at AdvisorEngine, has been tapped to head the independent advisor group at Wells Fargo Advisors.
The group consists of Wells Fargo Advisors Financial Network, or FiNet, First Clearing and the wirehouse’s registered investment adviser custody business.
Before joining AdvisorEngine, Tyers led the private wealth business at Citizens Financial Group. He also held several positions at Merrill Lynch, including serving as president of its custody and clearing business for RIAs and independent broker-dealers, and led efforts at Bear Stearns and Charles Schwab in the areas of custody services and platforms for RIAs, independent broker-dealers, single- and multi-family offices, and trust companies.
Catch-up contributions, required minimum distributions, and 529 plans are just some of the areas the Biden-ratified legislation touches.
Following a similar move by Robinhood, the online investing platform said it will also offer 24/5 trading initially with a menu of 100 US-listed stocks and ETFs.
The private equity giant will support the advisor tech marketing firm in boosting its AI capabilities and scaling its enterprise relationships.
The privately backed RIA's newest partner firm brings $850 million in assets while giving it a new foothold in the Salt Lake City region.
The latest preliminary data show $117 billion in second-quarter sales, but hints of a slowdown are emerging.
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.
