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 BCG research names financial services among the world's most AI-exposed industries and the US as a top-tier AI economy.
Rockefeller Capital Management's Mallory Findley on how avoiding conversations risks derailing even the best-laid estate plans.
New Empower research reveals a "retirement drift" problem that hands financial advisors a direct opening to add client value.
Nevis joins Jump at RIA platform Focus as both vendors’ AI tools aim to handle account opening and notetaking.
Ballast Rock Private Wealth has also brough on a veteran advisor focused on multigenerational planning for business owners and families.
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
