Ben Brigeman, nonexecutive chairman of the board of directors, will take over as interim CEO, according to sources close to the firm.
The leading potential heirs to the fashion icon's £150 million fortune include a child model and his cat, Choupette.
Ex-Wells Fargo broker Perry Mattern said the freedom to access better technology was the draw to leave the brokerage and join the bank's new RIA business, and he was willing to leave $50 million behind at the brokerage to get it.
TDAI teased new technology, informed advisors and entertained attendees at its 2019 National LINC Conference in San Diego, Calif.
With Michael Henley of Brandywine Oak Private Wealth and Louis Diamond of Diamond Consultants.
Plan-It, a financial literacy app, wins judges' approval and $50,000 from TD Ameritrade Institutional.
Timothy O’Hara will be president of the Rockefeller multifamily office and part of the firm's executive team.
Bill Rudnick was previously a partner at DLA Piper, a law firm that has worked with the wealth manager since its inception.
After the founder and CEO's unexpected death, nobody else has the keys to the vault.
Financial advisor conferences have booked anyone from Vanilla Ice to John Mellencamp to perform at their annual events.
