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.
A $141M judgment and a federal asset freeze collide over one shrinking pool
The firm's CFO and EVP of Wealth Management Solutions are the latest executives to exit the broker-dealer.
Clients are saying they would consider switching advisors if another professional offered estate planning services, according to a new Trust & Will survey.
CEO Laurel Taylor says the fintech's composable AI stack helps workers optimize dollars across Trump Accounts, 529s, 401(k)s, and other employee benefits.
The bank has swiped three private banking veterans from BNY as the city climbs the ranks of America's fastest-growing wealth hubs.
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
Direct indexing is on pace to outgrow ETFs and mutual funds. Northern Trust's Ken Lassner explains why the advisors who get it wish they had started sooner.
