Mayflower Advisors, which managed $3.75 billion as a hybrid affiliate of Wells Fargo Advisors Financial Network, which is known as FiNet, has become an independent registered investment adviser.
The 35-person Boston-based firm is using BNY Mellon Pershing as its primary custodian.
Mayflower is led by co-founders and managing partners Lawrence Glazer, Steven Dimitriou and Lloyd Glazer.
The Reddit trading community's formal comment letter against the proposal is drawing widespread attention across finance and tech circles.
RIA aggregator adds $4.8 billion in client assets across seven states as demand grows for alternatives to traditional succession models.
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
Shareholder targets FS KKR Capital's directors over alleged portfolio valuation and dividend missteps.
UBS has a history of costly litigation stemming from the sale of volatile investment products.
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
Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline
