The father-daughter team of John and Jennifer Tarantino, who managed $250 million at Morgan Stanley, have set up their own firm in Florham Park, New Jersey, and affiliated with LPL Financial.
The two are using the services of Gladstone Wealth Partners, a large office of supervisory jurisdiction on the LPL system.
John Tarantino had been with Morgan Stanley for 10 years and was with Merrill Lynch for 30 years before that. Jennifer Tarantino joined her father at Morgan Stanley in 2015.
The approval of the pay proposal, which handsomely compensates its CEO and president, bolsters claims that big payouts are a must in the war to retain leadership.
Integrated Partners is adding a husband-wife tandem to its network in Missouri as Kestra onboards a father-son advisor duo from UBS.
Futures indicate stocks will build on Tuesday's rally.
Cost of living still tops concerns about negative impacts on personal finances
Financial advisors remain vital allies even as DIY investing grows
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
