David B. Whitacre, who managing $150 million at Morgan Stanley in Chicago, has joined B. Riley Wealth as a financial adviser and senior managing director, investments.
Whitacre spent a decade at Morgan Stanley after owning and operating a mortgage services company.
B. Riley Wealth said Whitacre specializes in retirement planning, estate planning strategies, portfolio management, investment advisory, long term care insurance, and wealth preservation.
AI-driven job fears are weighing on retirement confidence, especially among Gen Z and Millennials, Thrivent survey finds
It’s the second time in as many years regulators have penalized Centaurus Financial for lack of compliance with Reg BI.
AI Teammate is embedded within Wells Fargo’s Advisor Gateway desktop platform.
Elsewhere, Ameriprise added a $470 million Wells team in New York, while an ex-Morgan Stanley advisor bolsters UBS' Austin, Texas office.
Financial advisors play an essential role in helping small business owners navigate their transition out of the company — and into retirement.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
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
