Jeffrey Olsen oversees nearly $200 million, operating as Olsen Wealth Management.
Attending to advisor well-being, starting with onboarding, helps advisors weather the inevitable storms that come with managing other people’s money in an unpredictable world.
Firm operating across five states switches from Western International.
Mammini Co. focuses on working with labor unions and corporate retirement plan sponsors.
The team, which is rebranding as Momentum Wealth, is based in The Villages, Florida.
The recruiting data show advisors' preference for operating under independent models.
A dozen advisors have been recruited to the firm across multiple states.
Expansion comes via two advisors who join from Wells Fargo.
While it may seem ‘safer’ to stay put, there are risks that many advisors are unaware of.
Virginia-based advisors says it was a hard decision to switch after two decades.
Two advisors formerly affiliated with Morgan Stanley and UBS make the jump to new RIA.
Connecticut team joins with $700 million.
Formerly with Commonwealth, the multigenerational team includes three advisors.
Former Merrill Lynch advisor is the latest to switch to the hybrid RIA.
The team at Melville, New York-based Zambri Financial will move into the first Linsco office on Long Island.
The deal will extend the firm's outsource investment management capabilities.
25-year industry veteran seeks greater autonomy for next stage of his career.
The wealth manager has announced a strategic investment in the Florida RIA firm.
Georgia-based GER Loftin Wealth Advisors oversees $225 million in client assets.
Ohio-based team has more than 115 years of combined industry experience.
