Seventy2 Capital Wealth Management, an independent practice affiliated with Wells Fargo Advisors Financial Network, has added a team of five financial advisors from Wells Fargo’s employee channel to its office…
Merit Financial Advisors has acquired Yeomans Consulting Group, a Marietta, Georgia–based wealth management firm overseeing about $434 million in assets under management, according to an announcement Wednesday.
NewEdge Capital Group has added a $6 billion advisory firm to the W-2 channel of its NewEdge Advisor, boosting the size of a program the firm launched two years ago…
A UBS Wealth Management USA team managing roughly $1.7 billion in client assets has departed the firm to join Wells Fargo Advisors Financial Network in Wayzata, Minnesota, according to an…
This is not the Wells most advisors might quickly write off. Damaged severely by the 2008 scandal and subsequently losing almost 4,000 advisors, the firm has taken well over a…
Ameriprise Financial has lost another major advisory group, as Apex Private Wealth Advisors, managing $650 million in client assets, has made the move to LPL Financial. This exit adds to the growing…
All over the country Wells Fargo continues to aggressively recruit talented advisors at Ameriprise. According to advisors who have transitioned recently to Wells, they have a robust and very competitive…
J.P. Morgan Advisors made a significant move by attracting a high-profile wealth management team from Merrill Lynch in Los Angeles. Led by Eric A. Gray and Lance M. Polverini, the…
Christopher “Noah” Geoghegan, CTFA, and Tomohiko “Tom” Minami, CFP®, CFA®, recently launched MG Partners Private Wealth, an independent practice affiliated with LPL Financial’s supported independence model, LPL Strategic Wealth Services.…
Firms have been encouraging advisors to team for many years now, touting benefits such as advisor collaboration, ensemble pricing, and shared support. However, like a marriage, over time advisors can…