A four-adviser team managing $1.2 billion at Merrill Lynch in Summit, New Jersey, has formed SkyPath Private Wealth and affiliated with Sanctuary Wealth, an Indianapolis, Indiana-based hybrid whose affiliated advisers have $22 billion in assets under advisement.
The four SkyPath principals — Kevin Pearly, James Rohmann, Steven Filiaci and Ken Hopkins — are supported by Susan Hoyt and Jessica McGowan, all of whom had extensive tenures with Merrill Lynch.
AI-driven job fears are weighing on retirement confidence, especially among Gen Z and Millennials, Thrivent survey finds
It’s the second time in as many years regulators have penalized Centaurus Financial for lack of compliance with Reg BI.
AI Teammate is embedded within Wells Fargo’s Advisor Gateway desktop platform.
Elsewhere, Ameriprise added a $470 million Wells team in New York, while an ex-Morgan Stanley advisor bolsters UBS' Austin, Texas office.
Financial advisors play an essential role in helping small business owners navigate their transition out of the company — and into retirement.
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
