Gregory C. Sarian, Francis X. Masse II
The Sarian Group
Adviser/team AUM: $650,000,000
|Firm leaving||Bank of America Merrill Lynch|
|Firm joining||Hightower Advisors|
|Date||February 15, 2013|
Latest Moves to Hightower Advisors
|Grove N. Mower, Philip W. Hummer, David D. Cox, Rebecca J. Parr, Ryan J. Ross||February 20, 2018|
|Gayle Johnson||January 17, 2018|
|Kevin Keith||October 10, 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.
Latest news & opinion
With revenue up, interest rates rising and regulation easing, IBDs are soaring.
Experts say advisers will be able to point to their role as fiduciaries as a differentiator in the advice market.
Some say the rule will clear up investor confusion, but others say the SEC didn't go far enough.
We sifted through the nearly 1,000-page proposal and picked out some of the most important points.
75-year-old owner Arthur Grant positions the IBD for the 'next 33 years.'