Louis Diamond Quoted by Victoria Zhuan, Financial Planning.com – Commonwealth Financial Network unveiled the arrival of another big team to its growing ranks, the latest step in the giant’s effort to reach $1 trillion in assets under management.
InvestmentNews – A team of advisors that oversaw $1.2 billion in client assets at Lincoln Financial Group has joined Commonwealth Financial Network.
After decades with Lincoln, Aegis Consulting recognized a widening gap between their vision for the business and the direction in which Lincoln was heading.
Multi-Generational Merrill team in Chicago finds Sanctuary provided the right balance of support, freedom, flexibility, and optionality.
By Sam Bojarski, CityWire – Sanctuary Wealth has lifted a $1bn advisory team out of Merrill Lynch.
By Karmen Alexander, AdvisorHub – Brent Herbert joined J.P. Morgan in February after overseeing around $445 million in assets at Goldman.
For brothers Brent and Brad Chappell, Merrill was truly a family business, with roots dating back to 1984 when their father Robert first established a practice with the firm in The Woodlands, a suburb of Houston, TX.
By Andrew Welsch, Barron’s – A Merrill Lynch team that managed nearly $1.5 billion in assets and has longstanding ties to the wirehouse left to launch an independent practice with Sanctuary Wealth.
FA-Mag.com – Rockefeller Capital Management today announced the addition of three advisors teams, including the Jones Connolly Pollock Group, an 11-member team in Winter Park, Fla., that was formerly with Merrill Lynch.
By Mason Braswell, AdvisorHub – In a wave of departures before the President’s Day weekend, three Merrill Lynch teams that had generated over $15 million in revenue combined joined Rockefeller Capital Management’s private wealth division on Friday, according to a well-placed source.