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.
New integration flags non-compliant language in AI-generated meeting notes as regulators sharpen focus on advisor recordkeeping.
They settled the same day the SEC sued - but the penalty is still unset.
The fee-only RIA's ninth deal of the year builds on record 2026 M&A activity and a minority staking investment from Hamilton Lane.
The tribally owned investment arm of the Eastern Band of Cherokee Indians clams it has not recovered any money from a $2.5 million loan to Smith's real estate firm.
The Lynnfield RIA enters the Midwest a second time, adding a specialist Milwaukee equity team to its investing platform.
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
