RIA News

A group of former Merrill Lynch advisors have launched Fairvoy Private Wealth in Birmingham, Ala.

On the heels of a brand refresh and updated name, Steward says it welcomed a “fleet” of advisors in January and February.

Jim Cahn is also moving into a new role, while Dan Stampf was brought in from Empower to head up a new products team.

It was a remarkable week in the already indefatigable RIA market, with at least 14 deals announced, two new launches and more than $22 billion in transacted assets.

Michelle McIntyre will step in to oversee national business development, and Michael Goldfader will manage the West Coast.

Stacy Coffey, a former senior vice president of wealth strategies at Wealth Enhancement Group, will lead advisor partnerships at Rise Growth Partners.

The RIA platform partnered with Griffin Distribution to offer annuities, life, disability and long-term care insurance.

With a background in managing complex real estate portfolios, David Gottlieb joins Savvy for back-office support and improved services.

The Pines Wealth Management will custody with Schwab and use Purshe Kaplan Sterling Investments for brokerage business.

The four new executives will help Choreo advisors take advantage of the firm’s CPA partnerships.