Frank Devincentis, Craig Eyler and Molly Girard, a Chicago-based trio, are creating Verismo Financial to operate within the wirehouse’s independent channel.
In other news, Betterment rebrands advisor unit, Janney builds a new portfolio construction tool and other announcements.
Cetera-backed Wilde Wealth Management Group has brought on Drew Kliber, who managed $400 million in assets at UBS, as head of its W Family Office division.
The MarketCounsel founder explains why "hope is not a plan" and the common pitfalls that advisors and firms face in transition.
Latest lawsuit accuses Johnny’s widow of trademark infringement.
The five firms represented by this year's rising stars all saw tangible results as a result of their efforts.
Wealth management executives discussed how their firms are responding to criticism of DEI initiatives during a recent WealthManagement.com think tank.