Alexander Guiliano, who managed $1 billion at Merrill Lynch in Paramus, New Jersey, has launched Resonate Wealth Partners and affiliated with LPL Financial through its service for breakaway brokers, Strategic Wealth Services.
Client relations associates Debbie Appaluccio and Renee Purita are making the move along with Guiliano.
Guiliano had been affiliated with Merrill since 2011, according to his BrokerCheck report.
Guiliano said in a statement that he did two years of research and due diligence before making his move. “I wanted the freedom and flexibility to set up the client experience the way I wanted and build the business on my own terms with the right partners,” he said.
Also, Orion has added BlackRock, Fidelity, and Vanguard to its custom portfolios suite, and RedBlack has set up a new headquarters after crossing a trillion-dollar milestone.
Also, New York-based Legacy Edge Advisors names its first-ever CEO, while Novare Capital Management hires a Vanguard veteran with a multigenerational planning focus.
Asset managers are racing to bring private market products to retirement plans, but cost and liquidity concerns linger.
Treasury's latest tax-exemption crackdown on private schools lands in the wake of a separate push to restrict refundable credits for some immigrant filers.
Workforce trust measures predicted which companies came out ahead during COVID-19. The same dynamic may now be playing out across the AI transition — and the data suggests the spread could be just as wide.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
