Matthew Dernis

Adviser/team AUM: $50,000,000

Gross annual production/TTM: $300,000

Move Details

Firm leaving Royal Alliance
Firm joining Investacorp
Adviser(s) location

Ft. Lauderdale, FL

Date July 31, 2012

Latest Moves to Investacorp

Adviser(s) Date announced
Michael Nobile, Scott Hinchey, Michael McCabe, David TauberSeptember 08, 2015
Keith E. SingerAugust 12, 2015
Michael Fornasier, John Petraglia, Linda VenturaJuly 09, 2015

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.

Featured video

Events

Crossmark's Rentfrow: Why should advisors care about responsible investing?

There are lot of misconceptions when it comes to socially responsible investing. Crossmark's David Rentfrow debunks the myths and discusses opportunities for advisers.

Latest news & opinion

Nontraded REITs to post worst sales since 2002

The industry is on track to raise just $4.4 billion, well off the $19.6 billion it raised just four years ago, as new regulations hinder sales.

Broker protocol for recruiting a boon for clients

New research finds advisers whose firms have joined the agreement take better care of customers.

Meet our 2017 Women to Watch

Introducing 20 female financial advisers and industry executives who are distinguished leaders, advancing the business of providing advice through their creativity and hard work.

Raymond James executives call on industry to keep broker protocol

Also ask firms to pay for the administration of the protocol to 'ensure its longevity and relevance.'

Senate committee approves tax plan but full passage not assured

Several Republican senators expressed reservations about the bill, and the GOP cannot afford too many defections.