The Moore Group, a five-person team managing $500 million at Morgan Stanley in Dallas, has joined Rockefeller Capital Management, a large New York-based hybrid.
The team is led by Marie Moore, who has 32 years of experience, according to her BrokerCheck record. She joined Morgan Stanley in 2009.
The team includes adviser Shawn D. Moore and associates Robin Barry, Emily H. Lumley and Cassidy Steck.
With its asset pipeline bursting past $13 billion, Farther is looking to build more momentum with three new managing directors.
A Department of Labor proposal to scrap a regulatory provision under ERISA could create uncertainty for fiduciaries, the trade association argues.
"We continue to feel confident about our ability to capture 90%," LPL CEO Rich Steinmeier told analysts during the firm's 2nd quarter earnings call.
It's the mega-RIA firm's third $1B+ acquisition in just three months.
The deal marks a strategic entry into private asst markets for the ETP, ETF innovator.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
