A Merrill Lynch team managing $550 million in Northbrook, Illinois, has joined Rockefeller Capital Management, a New York-based advisory firm managing $5.4 billion.
The team is led by Bill Colwyn and Dan Mendelson, both of whom had worked at Merrill Lynch since 2008, and is known as the CM Private Wealth Group.
The team also includes Michelle McCabe, the chief operating officer.
Integrated Partners is adding a mother-son 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
A trade deal would mean significant cut in tariffs but 'it wont be zero'.
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.
