Lars Knudsen called his former employer “bullies, plain and simple,” claiming the RIA made false allegations about him, including accusing him of brandishing a gun in the office.
Michelle McIntyre will step in to oversee national business development, and Michael Goldfader will manage the West Coast.
A judge recommended throwing out the case of elderly couple who sued JPMorgan over investments they allege never should have been allowed and ended up wiping out much of their savings.
Stacy Coffey, a former senior vice president of wealth strategies at Wealth Enhancement Group, will lead advisor partnerships at Rise Growth Partners.
The four new executives will help Choreo advisors take advantage of the firm’s CPA partnerships.
Chief Technology Officer Gautam Sachdev will take the reins as Gamble transitions into his new role as vice chair for J.P. Morgan Asset Management Solutions.
The wirehouse filed a suit against Gregory Chevrier, claiming he was draining revenue going to the widow of a Morgan Stanley advisor by luring clients away.
Don Trone shares why he believes the fiduciary framework should no longer be the cornerstone of the financial services profession.