Tony Esses and a team of advisers managing $800 million at Wells Fargo in Coral Gables, Florida, have moved to Snowden Lane Partners, a New York-based hybrid.
With the move, Snowden Lane, which has 12 offices and 116 employees, will manage more than $8 billion.
Esses and his advisers specialize in serving the needs of Argentinian investors. Before joining Wells Fargo in 2014, Esses was with Barclays and Republic National Bank of New York.
As advisors focus more on after-tax outcomes, tax efficiency is evolving from a year-end exercise into a year-round investment discipline.
Zocks has inked an exclusive partnership with mega-RIA Hightower, while Jump becomes the choice AI operating system for Equitable Advisors' field force.
The agency's proposal to rescind the contentious 2024 Biden-era mandate opens up a 60-day public comment period.
The Carmel, Indiana RIA grew nearly 150% in assets since severing ties with its first backer following a FINRA dispute.
Meanwhile, Raymond James' employee arm adds a defector from D.A. Davidson, and South Carolina-based RIA Ballast Rock Private Wealth recruits a new advisor.
As $84 trillion prepares to change hands, advisors who treat estate planning as peripheral are quietly building a sieve, not a book.
In volatile markets, the advisors who win aren't the ones with the best calls - they're the ones whose clients stay the course.
