A team including seven financial planners and managing $400 million at Northwestern Mutual has formed Unique Wealth in St. Petersburg, Florida.
The registered investment advisory will use Pershing as its custodian and has affiliated with Dynasty Financial Partners.
The firm is led by Curtis H. Parry Jr., and its professionals include John Mosher, Tim Bartlett, Jessica Holbin and Jeff Sievers.
Deal adds a $299 million tax-and-wealth practice as the RIA aggregator advances acquisition strategy around integrated financial and tax planning.
Large and mega plans show strongest appetite, but fee confusion persists.
Many people are taking a dangerous gamble with their financial future, new study warns.
Britt is named CFO of Wipfli, a $600 million accounting firm that audits two NFL franchises
The acquisition pairs Zephyr's 21,000-product separately managed account database with YCharts' newly launched AI agent assistant for investment research.
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
