George Tamer, managing director of the sales team at TD Ameritrade Institutional, and Dan Cronin, who led sales for Schwab Advisor Services, were among the latest to lose their jobs this week as Schwab continues to integrate its former rival.
The Sanctuary Wealth founder and CEO shares his firm's plans for the New York office, the Azimut investment, the possibility of adding Goldman Sachs as a custodian and international opportunities.
Silvia Tergas’ journey into financial planning was not easy. But her father, who escaped from Cuba during the Cuban Revolution, and the lessons he taught her paved the way.
The announcement solidifies the firm’s chief of staff role, previously a rotational position, and continues Advisor Group's efforts to build out executive ranks in the wake of the Ladenburg Thalmann merger.
The advisor moves and acquisitions you may have missed the week of July 15, 2021.
