By Jake Martin, AdvisorHub – A four-advisor Citi Private Bank team managing $1 billion in client assets in Connecticut and New York has decamped for Merrill Lynch, according to a source familiar with the move.
Independence answered this pair’s requirement to gain freedom, control and ownership over their business with the benefit of a turnkey start-up and support—allowing them to focus on serving their high net worth clients, including professional athletes and coaches.
With Kestra Private Wealth Services (PWS), Matt West and David Combs found a team of people with the experience and expertise to help them break away from the wirehouse space and successfully assist the team in launching Canton Wealth Partners in Roswell, GA
By AdvisorHub Staff, AdvisorHub – Indianapolis-based independent broker-dealer Sanctuary Wealth has added its first team in Wisconsin with the hire of a Merrill Lynch team that had managed around $400 million in assets.
By Nick Godt, FinancialAdvisor IQ – Sanctuary Nabs Merrill Vet to Head Quorum NY Office
By Alex Padalka, FinancialAdvisor IQ – Kestra Private Wealth Services says it has nabbed a team of Merrill Lynch financial advisors.
By Amey Stone, Barron’s – A new independent registered investment advisor firm has formed in Beverly Hills, Calif. It is notable because of who it is custodying with: Goldman Sachs Advisor Solutions (GSAS).
By Ian Wenik, Citywire – Goldman Sachs is getting into the RIA breakaway business. The storied investment bank and startup RIA custodian has revealed that it is providing custodial services to Beverly Hills Private Wealth, a new breakaway RIA in the tony Los Angeles suburb of Beverly Hills, Calif. led by a trio of former Merrill Lynch advisors.
By Diana Britton, WealthManagement.com – Beverly Hills, Calif.-based RIA Beverly Hills Private Wealth, launched Friday by a $1 billion Merrill Lynch breakaway team, has chosen Goldman Sachs Advisor Solutions as its sole custodian.
Two Merrill teams managing more than $1B unite to create independent firm Auric Capital Partners with Sanctuary Wealth.
