Wells Fargo is making it easier – and cheaper – for DIY investors to buy their favourite company. You can now buy pieces of the most traded equities – up to 500 – by investing as little as $10 through the Wells Fargo Mobile® app. Wells Fargo Wealth & Investment Management...
Anne Crabbe, has rejoined Cetera Wealth Partners from Park Avenue Securities, it was announced Thursday. Crabbe joins Cetera with over 16 years of experience, helping families manage and plan their finances, achieve goals for retirement and investments. She also managed more than $102 million in assets under administration as of...
Jamie Hopkins, managing partner of wealth solutions at Carson Group, is stepping down for family reasons at the end of September. The $28 billion RIA, backed by Bain Capital, says it fully supports Hopkins’ decision. “We will begin a search immediately to backfill his role,” Burt White, managing partner and chief...
On New Year’s Day in 2024, there will be a new CEO at Homrich Berg. Thomas Carroll will take over at the Atlanta-based registered investment advisor, succeeding co-founder Andy Berg. Berg will stay on as chairman of the $14 billion RIA going forward, the firm announced Tuesday. Carroll told InvestmentNews the...
Two Former Wells Fargo advisors, who oversaw approximately $280 million of assets, have joined Linsco by LPL Financial, the firm announced Monday. The father-son team of Michael and Wes Climer join fellow advisors at a dedicated Linsco office on Carnegie Boulevard in Charlotte, South Carolina. Mike Climer started his career at...
Validus Financial Associates, which oversaw approximately $800 million in assets at Lincoln Financial Group, has found a new home at LPL Financial, the firm announced Wednesday. Validus also joined LPL Financial’s broker-dealer, RIA and custodial platforms. The Peoria, Arizona-based firm is led by senior partners Ryan Kidd and Aaron Montez, who...