A Merrill Lynch team managing $216 million has moved to the employee unit of Raymond James in Manalapan, New Jersey.
Gus Fingado, a 37-year veteran of Merrill Lynch, and Matthew Walter, who has 32 years of experience as an adviser and joined Merrill Lynch in 2005, made the move with Janet Mauro, their senior client relationship associate.
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.
