By Mindy Diamond, WealthManagement.com – Recent moves by Goldman Sachs appear to indicate the firm is preparing to enter the custody space. What does this mean for financial advisors and the wealth management industry?
By Janet Levaux, ThinkAdvisor – RIA Kestra Private Wealth says it has added a group with two advisors from Merrill Lynch: True Alpha Wealth Management of Sandusky, Ohio, is led by Brian C. Duttera and Elizabeth Skrinak, CFP. Duttera was with Merrill Lynch for the past 30 years, while Skrinak worked for the wirehouse for the past 13 years.
By Ian Wenik, Citywire – For the second time in three weeks, a team of Merrill Lynch advisors has departed the wirehouse to set up its own independent shop. Sandusky, Ohio-based Brian Duttera, Elizabeth Skrinak and Patricia Glasgow have left the firm to establish True Alpha Wealth Management.
