Bradley H. Bofford, Michael A. Flower, Daniel G. Trout
Financial Principles, LLC
Adviser/team AUM: $365,000,000
|Firm leaving||Securities America|
|Firm joining||Hightower Advisors|
|Date||May 31, 2018|
Latest Moves to Hightower Advisors
|Bradley H. Bofford, Michael A. Flower, Daniel G. Trout||May 31, 2018|
|Grove N. Mower, Philip W. Hummer, David D. Cox, Rebecca J. Parr, Ryan J. Ross||February 20, 2018|
|Gayle Johnson||January 17, 2018|
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 5th Circuit Court of Appeals issued a mandate Thursday making its March 15 decision to strike down the regulation effective.
'Buckets of Money' adviser Raymond Lucia is entitled to a new hearing, court rules.
Morningstar report: Lack of data on fees, investments makes advice on rollovers costlier and more challenging for investors.
No-transaction-fee options are a big hit with investors, but funds wind up paying the costs — and passing them on.
The new tax law could increase financial challenges for divorced people, but planning opportunities abound.