Three wirehouse teams that collectively manage $1.8 billion have joined Rockefeller Capital Management, a large registered investment adviser.
The three teams are the five-member FMC Group, which managed $900 million at Merrill Lynch in Walnut Creek, California; the five-member Amsler Laborde & Bowman team, which managed $600 million at UBS in Houston; and the three-person ZWMG team, which managed $300 million, also at UBS, in Scottsdale, Arizona.
Canadian stocks are on a roll in 2025 as the country prepares to name a new Prime Minister.
Two C-level leaders reveal the new time-saving tools they've implemented and what advisors are doing with their newly freed-up hours.
The RIA led by Merrill Lynch veteran John Thiel is helping its advisors take part in the growing trend toward fee-based annuities.
Driven by robust transaction activity amid market turbulence and increased focus on billion-dollar plus targets, Echelon Partners expects another all-time high in 2025.
The looming threat of federal funding cuts to state and local governments has lawmakers weighing a levy that was phased out in 1981.
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.
