Nigel Green views Trump as a threat and an opportunity to investors, Mason Salit joins Dyansty and HighTower adds a former Merrill team in West Palm Beach.
The top 20 colleges ranked by ultra-rich alumni, Addepar expands its alt investments capabilities and Raymond James continues its West Coast recruiting spree.
High-net-worth women increasingly are in charge of family finances, two asset managers make ESG investing hires and Raymond James gains $275 million Morgan Stanley team.
Darren McFadden claims Ameriprise didn't notify him of broker misconduct, State Street and TruValue labs announce ESG partnership and Baird opens a new Chicago-area office.
Advisors are focused on generating income for their clients, Wealthsimple raises more money from Power Financial and First Hawaiian Bank teams up with Raymond James