Jesse Rodriquez, who managed $326 million at UBS in Newport Beach, Calif., has left the firm and formed Rodriquez Wealth Management. The independent practice has affiliated with Wells Fargo Advisors Financial Network.
A veteran wirehouse adviser, Mr. Rodriquez began his career in 1996 at Smith Barney, moved to Merrill Lynch in 2006 then to UBS in 2011.
Also affiliating with FiNet is R Carson, who managed $60 million at Edward Jones. He has formed Jeller Wealth Management in Chicago. Mr. Carson was with Edward Jones for 12 years.
Jim Cahn, of Wealth Enhancement Group, lifts the lid on his firm's partnership model, his views on RIA M&A, and the widely slept-on reason why advisors are merging into larger organizations.
The fintech firm is cementing its status in the workplace savings space with its latest ESA offering, which employers can integrate into their existing benefits package.
Wealth managers offer unique ideas for couples to grow closer emotionally and financially.
Survey findings suggest increased sense of financial security and more optimistic 2025 outlook, while highlighting employers' role in ensuring retirement readiness.
Falling prices for some securities within the $4 trillion state and local government debt market spotlight how the push to shrink spending is sending shockwaves across the US.
Blue Vault Alts Summit highlights the role of liquidity-focused funds in reshaping advisor strategies
From 'no clients' to reshaping wealth management, Farther blends tech and trust to deliver family-office experience at scale.