The former CEO of KMS Financial will lead a new team at Advisor Group dedicated to creating a 'feedback mechanism' to better support advisors, tailored to their specific business model.
DeBeer, May, Hanna Wealth Management Group join Stifel’s broker-dealer in Dallas.
The addition of Bainco gives Cerity a New England presence and increases its AUM to $28 billion.
Goldman Sachs Wealth Management's chief investment officer also calls cryptocurrencies "gambling...not an investment."