Nandi Gunning, who managed $430 million at Morgan Stanley, has joined The CMW Group, a trio of advisers at Merrill Private Wealth Management in San Francisco that manages $2.5 billion in client assets.
The CMW Group also has an office in Columbus, Ohio. Its other advisers are Anthony Canini, John Myers and Andrew Wages.
Gunning spent eight years with Morgan Stanley. Earlier, she was a principal consultant at a global consulting firm and a senior equity analyst for a single-family investment office in San Francisco. She started as an auditor at PriceWaterhouseCoopers.
The "Crypto Mom" departure would leave the SEC commission with just two members and no Democratic commissioners on the panel.
IFP Securities’ owner, Bill Hamm, has a long-term plan for the firm and its 279 financial advisors.
Meanwhile, a Osaic and Envestnet ink a new adaptive wealthtech partnership to better support the firm's 10,000-plus advisors, and RIA-focused VastAdvisor unveils native integrations with leading CRMs.
A former Alabama investment advisor and ex-Kestra rep has been permanently barred and penalized after clients he promised to protect got caught in a $2.6 million fraud.
As more active strategies get packaged into the ETF wrapper, advisors and investors have to look beyond expense ratios as the benchmark for value.
Wellington explores how multi strategy hedge funds may enhance diversification
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
