Matt Kilgroe, whose team managed $1.2 billion at UBS in St. Petersburg, Fla., has launched Cyndeo Wealth Partners, a registered investment adviser.
The new firm, whose name comes from the Greek word “syndeo,” meaning “connect,” will custody at Fidelity and use the services of Dynasty Financial Partners.
Kilgroe had been affiliated with UBS since 2012 and earlier was with Merrill Lynch.
Meanwhile, LPL attracted a five-advisor team managing $380 million in Kansas, while a veteran with stripes from Morgan Stanley, UBS, and Fidelity has joined Prime Capital Financial.
At Goldman Sachs’ RIA conference, Dynasty’s Shirl Penney said an AI clone trained on his emails and speeches could be the first of “hundreds of digital employees.”
The top-ranked RIA by total AUM continues to scale its wealth management arm, bringing its Pennsylvania presence to five offices.
The Reddit trading community's formal comment letter against the proposal is drawing widespread attention across finance and tech circles.
Chicago Partners Wealth Advisors is helping shape the platform's product roadmap after switching from a legacy system.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline
