Jon Narmi, Charlie Narmi, Theresa Rynaski
The Narmi Group
Adviser/team AUM: $330,000,000
|Firm leaving||Morgan Stanley Wealth Management|
|Firm joining||Robert W. Baird & Co.|
|Date||September 14, 2012|
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.
There's a lot evolving in the financial services industry that technology can help with. Advisers that embrace this change are the ones who will succeed, according to Fidelity's Tricia Haskins.
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