A three-adviser team managing $421 million at Oppenheimer in New York, has formed Oxler Private Wealth, a registered investment adviser that will use Pershing as its custodian.
A family-run business, Oxler’s principals are Jonathan Nadler, his daughter, Jessica Demler, and her brother-in-law, Masahiro Yamazaki.
TruClarity Management Solutions assisted in the move.
With over 600 clients, the $71 billion RIA acquirer's latest partner marks its second transaction in Oklahoma.
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.
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.
