Al Jacobi, who with Tom Hakala managed $360 million at Fieldpoint Private, has joined Snowden Lane Partners, a New York-based hybrid firm.
Hakala joined Snowden Lane in July. Jacobi and Hakala have worked together for more than two decades, first at Wilmington Trust and then Fieldpoint Private.
Jacobi and Hakala will form The Jacobi-Hakala Group, Snowden Lane said in a press release.
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.
The high court's decision rebuffing Alpine Securities marks a setback for a broader challenge to Wall Street's reliance on self-regulatory organizations.
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.
