An early architect of the wealth management platform at Smith Barney, Christopher Poch has created Promethium Advisors on the tru Independence platform.
Expect to see more deals, Goss said, now that the ‘elite’ advisory network has an integration process to accommodate the volume of interest it is receiving.
John J. Woods pleaded guilty last year to a scheme that spanned more than a decade and harmed hundreds of investors throughout the country, according to the Justice Department.
Both NewEdge RIAs announced deals this week, as did EP Wealth, Crewe Advisors and Sanctuary. Income Research + Management and Angeles Wealth named new executives.
