Douglas P. Velnoskey
Velnoskey Wealth Management Group
Adviser/team AUM: $190,000,000
|Firm leaving||Morgan Stanley Wealth Management|
|Firm joining||Janney Montgomery Scott|
|Date||November 08, 2013|
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.
Sponsored by Prudential
Latest news & opinion
Chief regulator is confident two agencies could reach 'common ground' on an investment advice standard across all accounts.
But iShares is strong competition.
Michigan Democrat resists ripping up DOL fiduciary rule but would be open to some changes.
Principal has communicated that independent agents must change their business models to keep receiving compensation.
ICI, Chamber of Commerce among groups asking for delay, while Democratic lawmakers call on DOL to keep to its earlier planned schedule of Jan. 1, 2018.