A six-person team managing $600 million at Merrill Lynch in San Antonio has joined Rockefeller Capital Management.
The group is led by Elmer Martin and Patty Lawyer. Martin has 33 years of experience, having joined Merrill in 1987, according to his BrokerCheck report. Lawyer started at Merrill in 1995, according to Brokercheck.
The group includes adviser Brett Daniels and three associates.
The Trump accounts are “generationally changing” and bring financial literacy to youth, said IRS chief Frank Bisignano.
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
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
