Bruce Evans, William Pickens, John Templeton, Zack Vaughn
Adviser/team AUM: $464,000,000
|Firm leaving||Wells Fargo Advisors|
|Firm joining||Benjamin F. Edwards & Co.|
|Date||March 06, 2017|
Latest Moves to Benjamin F. Edwards & Co.
|Bruce Evans, William Pickens, John Templeton, Zack Vaughn||March 06, 2017|
|Angela Wolfe||February 17, 2016|
|Bridget Weatherly, Tom McCormick, Philip Pela, Hal Kaigler||February 17, 2016|
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.