Reegan Rae has been named co-CEO at Arnerich Massena, a registered investment advisory firm managing $7.74 billion in Portland, Oregon.
Rae, who had been a managing director and senior investment adviser, joins Bryan Shipley, who has served as co-CEO for over a year.
Firm founder Tony Arnerich, who had been co-CEO, will now focus on his family and his venture capital firm, 3x5 Partners.
Shipley also is assuming the role of sole chief investment officer, after serving as co-CIO with Arnerich for four years.
The firm's CFO and EVP of Wealth Management Solutions are the latest executives to exit the broker-dealer.
Clients are saying they would consider switching advisors if another professional offered estate planning services, according to a new Trust & Will survey.
CEO Laurel Taylor says the fintech's composable AI stack helps workers optimize dollars across Trump Accounts, 529s, 401(k)s, and other employee benefits.
The bank has swiped three private banking veterans from BNY as the city climbs the ranks of America's fastest-growing wealth hubs.
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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
Direct indexing is on pace to outgrow ETFs and mutual funds. Northern Trust's Ken Lassner explains why the advisors who get it wish they had started sooner.
