Lawrence Raffone will replace CEO and co-founder Jeffrey Maggioncalda, who will leave Jan. 1.
The hybrid firm has brought on over $1 billion in assets from the wirehouse in the past month.
Firm adds 43rd team to its partnership as it begins deploying funds from a $100M loan to boost recruiting. <i>See <a href="http://data.investmentnews.com/aotm/">IN's Advisers on the Move</a> for other big deals.</i>
Firm signs Kimberly Hollenbeck to help recruit on the West coast; fills position left open by Kevin Geary.
Does setting up a hybrid RIA firm make sense for your practice? Here are four factors to consider.
Critical to find outsourcing partners who have the necessary expertise, are trustworthy, and can help improve an adviser's business
Embracing unifying technology that fortifies practices will help independent advisers secure their businesses' futures.
It's time for the CFP Board to be more transparent in its dealings over adviser pay descriptions.
<i>Breakfast with Benjamin:</i> Goldman Sachs expects stock and bonds to go their separate ways. Plus: Scott Adams takes on advisers; Putin tosses the sanctions into Obama's court; the Treasury builds a cash stockpile; home-equity loans facing wave of defaults; and can we blame IPOs for last week's market selloff?
Firm continues push toward goal of $5 billion in assets by year's end.
Team worked together at United Bank & Trust for seven years.
Lebenthal Holdings stands to triple the size of its new wealth management unit with the acquisition of the business of two Morgan Stanley brokers. But that's just the beginning, if CEO Frank Campanale has his way.
When it comes to succession planning, we are seeing positive changes in the advice profession.
Morgan Stanley team with $650 million in assets breaks away to set up shop with help from a new firm, Tru Independence
BMO Harris and PNC are lending additional funds as the firm looks to expand new platforms.
Financial professional Megan Graf makes a career shift to the online advice world, seeing it as an investment in her future. She calls it getting on her rocket ship.
On today's <i>Breakfast with Benjamin</i> menu, global markets feel the pressure of an uptick in geopolitical risk, as oil prices move higher. Plus notes on where to go when volatility rises, and more.
Betterment Institutional for advisers will launch by early 2015, CEO says.
