After waiting out the aftereffects of Hurricane Maria, GenTrust’s Puerto Rico office is up and running.

Sylvia Guinan and Robert Harty, both CDFAs, provide wealth planning in a growth area, divorcees over 40.

Charles Peck, head of public finance for the firm’s corporate and investment bank, will join Bill Daley’s leadership team on an interim basis to aid with planning and “critical projects.”

Angela Mwanza, co-founder of UBS’s Evergreen Wealth Management, says she now defines success as transferring capital and a mission from one generation to the next.

In a business increasingly dominated by inexpensive index funds, Jeffrey Gundlach has succeeded by actually picking good investments.

Atria Wealth Solutions unit Cadaret Grant has added a $90 million AUM advisory firm in upstate N.Y.

Whittenburg Wealth Partners has about $475 million in assets and will join Stratos Wealth Partners, which offers support for LPL-affiliated firms.

Jon Goldstein, the founder and CEO of Goldstein & Associates, said the firm was joining Arbor Point Advisors to broaden opportunities for clients, including expanding the breadth of the firm's tech options.