WealthManagement Edge

Christopher Fineburg and Teresa Armel have left Rockefeller Global Family Office, which has become one of the most sought-after options for UHNW advisors, to join Next Capital Management.

Sequoia Sentinel represents about 55% of the firm’s assets and serves clients with a minimum of $20 million.

Effective later this year, FCASH will be the only sweep account option for all new, non-retirement brokerage accounts opened by custody clients.

The deal is the latest example of Choreo partnering with a CPA firm that owns an RIA.  

Taking a strategic approach to insurance is one possible answer to the call for organic growth.

The nation's largest custodian by AUM has cut more employees after concluding TD merger.