Ronan O’Byrne, a registered investment adviser who managed $230 million at Fieldpoint Private Securities, has broken away and formed Crescent Pine Family Office Group in Rye, New York. The new firm will use the services of Sanctuary Wealth, an Indianapolis-based platform for wealth management firms.
O’Byrne said he will continue to use Fieldpoint Private banking solutions on the Sanctuary platform, Sanctuary noted in a release.
MyComplianceOffice's AI-assisted surveillance links employee chats on Slack and Telegram with prediction market trades as Wall Street tightens rules
Elsewhere, Raymond James absorbs a family-run practice from Commonwealth into its independent channel, while RBC welcomes a father-son tandem formerly from UBS.
Fuel-driven inflation drove the supersized adjustment, but advocates say retirees are still losing ground as trust fund insolvency nears.
State mandates and plan complexity are opening doors for financial advisors in the 401 market.
New LIMRA data reveal a stubborn advice gap that financial professionals are well-positioned to close.
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
