Bradford S. Parsons
Parsons Wealth Management
Adviser/team AUM: $115,000,000
|Firm leaving||Bank of America Merrill Lynch|
|Firm joining||Raymond James|
|Date||March 06, 2017|
Latest Moves to Raymond James
|Keith Bock, Mark Downey, Jason Peterson, Janet Emhof||August 03, 2017|
|Todd Kissel, Joshua Pasahow, Ida Ng, John Rivera||August 02, 2017|
|Gail Giclas||July 27, 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.
Senior reporter Mark Schoeff Jr. and managing editor Christina Nelson discuss the Labor Department's latest move and what it means for the future of the regulation and the firms preparing for it.
Latest news & opinion
The DoubleLine CEO's attacks on Wall Street Journal reporters is igniting a discussion on what's fair game on social media.
In the case of investor Peter Deutsch, Fidelity doesn't have to pay any compensation, but regulator said firm put its interests ahead of his.
After a decade of activity around the lawsuit, including a hearing before the U.S. Supreme Court, judge rules a prudent fiduciary would have invested in institutional shares.
RIAs can enter '0' in some new parts of the document before their annual filing next year.
Despite a trying year, the firm has said it will sweeten signing bonuses for veteran advisers.