June was a busy month for financial advisors on the move. The number of advisors switching firms jumped 45 percent in June versus May, according to Discovery Database. Last month, 2,183 advisors changed b/ds compared with 1,506 in May...
After just 7 months on the job, Chris di Bonaventura, head of the Citi Family Office group, handed in his resignation, Smith Barney confirmed. The departing exec is joining Fidelity’s Family Office Service Business.
