A four-adviser team that managed $1.35 billion at Merrill Lynch in Dallas has joined Stifel Nicolaus.
The advisers — Robert DeBeer , Russell May, Stephen DeBeer and Blake Hanna — operate as the DeBeer May Hanna Wealth Management Group.
Robert DeBeer has 36 years of experience and started his career at Blinder Robinson, according to his BrokerCheck report. May has 22 years of experience, starting at UBS in 1998. Hanna has 27 years of experience, starting at Bear Stearns in 1992. Stephen DeBeer joined Merrill in 2013.
The team’s three support staff members also made the move.
The "Crypto Mom" departure would leave the SEC commission with just two members and no Democratic commissioners on the panel.
IFP Securities’ owner, Bill Hamm, has a long-term plan for the firm and its 279 financial advisors.
Meanwhile, a Osaic and Envestnet ink a new adaptive wealthtech partnership to better support the firm's 10,000-plus advisors, and RIA-focused VastAdvisor unveils native integrations with leading CRMs.
A former Alabama investment advisor and ex-Kestra rep has been permanently barred and penalized after clients he promised to protect got caught in a $2.6 million fraud.
As more active strategies get packaged into the ETF wrapper, advisors and investors have to look beyond expense ratios as the benchmark for value.
Wellington explores how multi strategy hedge funds may enhance diversification
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
