Trevor Hunnicutt looks at a lot of charts and reports on fund flows as a reporter covering asset management for financial advisers. But he’s not all fun and games. From time to time you might also find the seafood aficionado shucking oysters on the waterfront in Brooklyn.
The Oklahoma- and Kentucky-based additions hail from rival firms
The Fort Lauderdale, Fla.-based team joins the firm's independent channel
Firm reports double-digit revenue gains in three units; 15% growth overall.
Ajay Gupta and partners managed $540 million at wirehouse; clients include new-age guru Chopra.
Former Fed chief contender's credibility questioned; views called “simplistic.”
Affluent investors embrace a broader definition of youth as life expectancy stretches
Affluent investors embrace a broader definition of youth, changing their retirement needs
Morgan Stanley's wealth management division delivered a $430 million profit to its parent company last quarter as revenues improved moderately and expenses were tamed
Plus, Morgan Stanley's Graystone Consulting gets new executive director, financial adviser.
Four-adviser team have combined production of $5.8 million.
