Wealth Management industry news covering the financial markets, trends and wealth professionals.
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Edelman Financial Engines is fighting Mariner’s motion to dismiss its lawsuit. In a new filing, Edelman argues that Mariner gets “free rides” off of its competitors.
Monaco Capital and Saling Simms Associates have become the second and third firms to join Steward Partners’ new Legacy Division, established via acquisition late last year.
Taimur Baig’s move to Raymond James from Morgan Stanley is the latest of several teams joining the firm’s employee advisor channel from the wirehouse this year.
Astraea Wealth has launched on the Equita platform, focusing on women, LGBTQ clients and “anxious savers,” while Apella Wealth tops $4 billion in AUM with ClearLogic Financial deal.
In 2017, Cheryl Canzanella lost her husband to an accidental overdose. Now, she’s working to educate advisors on how they can help families ripped apart by the opioid crisis.
