Two advisers who managed more than $270 million at Janney Montgomery Scott have joined Merrill Lynch. The advisers are based in Merrill’s Bala Cynwyd, Pennsylvania, office in the Philadelphia suburbs.
Scott Nash had been with Janney since 1984, and earlier worked at Butcher and Singer Inc. and Prudential Bache Securities. Anthony Arot joined Janney in 2015.
Two staff members made the move along with Nash and Arot.
Meanwhile, a father-son pair of advisors and ex-marines from ex-Edward Jones gives Kingsview its newest location in Arkansas.
New Vanguard and FINRA data show Americans increasingly vulnerable to financial shocks, with hardship withdrawals and cash-outs reaching a new high.
Many people have already continued working past their planned retirement date
A new analysis finds long-running fiscal woes coupled with impacts from the One Big Beautiful Bill Act stand to erode the major pillar for retirement income planning.
Caz Craffy, whom the Department of Justice hit with a 12-year prison term last year for defrauding grieving military families, has been officially exiled from the securities agency.
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.