A team of advisers managing $300 million that had been affiliated with MassMutual has joined Cetera’s branch community, Cetera Investors, the firm announced Tuesday.
Skafco, based in Dublin, Ohio, is led by Rod Skaf and Wayne Niles.
Skaf splits his time between Dublin and Dallas. He has 25 years of experience, according to his BrokerCheck report.
Niles, who has more than 33 years of experience, focuses on investment management.
With over 600 clients, the $71 billion RIA acquirer's latest partner marks its second transaction in Oklahoma.
Also, wealth.com enters Commonwealth's tech stack, while Tifin@work deepens an expanded partnership.
Back office workers and support staff are particularly vulnerable when big broker-dealers lay off staff.
The fintech giant is doubling down on its strategy to reach independent advisors through a newly created leadership role.
The two firms are strengthening their presence in California with advisor teams from RBC and Silicon Valley Bank.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
From direct lending to asset-based finance to commercial real estate debt.
