Adviser/team AUM: $45,000,000
Gross annual production/TTM: $400,000
|Firm leaving||Lincoln Financial|
West Palm Beach, FL
|Date||November 29, 2013|
Latest Moves to Investacorp
|Michael Nobile, Scott Hinchey, Michael McCabe, David Tauber||September 08, 2015|
|Keith E. Singer||August 12, 2015|
|Michael Fornasier, John Petraglia, Linda Ventura||July 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.
Latest news & opinion
The Baltimore-based mutual fund giant is more aggressively targeting financial advisers with a beefed-up wholesale crew and placement on custodial platforms.
The Internal Revenue Service issued inflation adjustments to more than 50 tax provisions for 2018.
Mandated contributions to Roth accounts would likely only be partial, as opposed to having a full repeal of pre-tax accounts.
Discount broker buying second-tier custodian for $275 million.
Market milestones keep falling like dominoes, with 51 records broken so far this year.