Adviser/team AUM: $75,000,000
Gross annual production/TTM: $750,000
|Firm leaving||Bank of America Merrill Lynch|
|Firm joining||Morgan Stanley Wealth Management|
|Date||June 15, 2012|
|Source||Morgan Stanley hires veteran Merrill Lynch advisers|
Latest Moves to Morgan Stanley Wealth Management
|Christopher Apgar||April 21, 2017|
|Michael Borsello||April 21, 2017|
|Donald Fung, Matt Palleschi, John Campbell, Brian Bechelli||March 24, 2017|
Disclaimer: The moves in this database come from a number of sources: InvestmentNews and other media reports, press releases, and direct submissions that have been reviewed by InvestmentNews. Any corrections, updates or clarifications should be e-mailed directly to the IN staff.
Financial advisers need to walk clients through what-if scenarios much further down on the longevity curve than what they're including in their conversations with them today, says Jamie Price, president and CEO of Advisor Group.
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