A two-advisor team managing $400 million in Miami has switched its broker-dealer affiliation and registered investment advisory platform to Sanctuary Wealth from Insigneo.
The team, known as AZ Apice Capital Management, is headed by Walter Alves and Bruno Gorgatti, who formed their firm in 2016 after leaving Morgan Stanley.
Most of their clients are Brazilians, Sanctuary Wealth said in a release.
The team is based in Sanctuary’s Miami office.
Mayer Brown, GWG's law firm, agreed to pay $30 million to resolve conflict of interest claims.
Orion adds new model portfolios and SMAs under expanded JPMorgan tie-up, while eMoney boosts its planning software capabilities.
National survey of workers exposes widespread retirement planning challenges for Gen Z, Millennials, Gen X, and Boomers.
While the choice for advisors to "die at their desks" might been wise once upon a time, higher acquisition multiples and innovations in deal structures have created more immediate M&A opportunities.
A father-son pair has joined the firm's independent arm in Utah, while a quartet of planning advisors strengthen its employee channel in Louisiana.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
