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.
Also, Orion has added BlackRock, Fidelity, and Vanguard to its custom portfolios suite, and RedBlack has set up a new headquarters after crossing a trillion-dollar milestone.
Also, New York-based Legacy Edge Advisors names its first-ever CEO, while Novare Capital Management hires a Vanguard veteran with a multigenerational planning focus.
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Treasury's latest tax-exemption crackdown on private schools lands in the wake of a separate push to restrict refundable credits for some immigrant filers.
Workforce trust measures predicted which companies came out ahead during COVID-19. The same dynamic may now be playing out across the AI transition — and the data suggests the spread could be just as wide.
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
