Tony Esses and a team of advisers managing $800 million at Wells Fargo in Coral Gables, Florida, have moved to Snowden Lane Partners, a New York-based hybrid.
With the move, Snowden Lane, which has 12 offices and 116 employees, will manage more than $8 billion.
Esses and his advisers specialize in serving the needs of Argentinian investors. Before joining Wells Fargo in 2014, Esses was with Barclays and Republic National Bank of New York.
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.
