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The Bapis Group, a $1.2 billion advisory team, leaves HighTower to join former Morgan Stanley wealth exec Greg Fleming’s Rockefeller Capital Management.
Financial consulting firm Morton Wealth Management is the latest company to join the fee-based advisory firm specializing in endowments, foundations and HNW clients.
Joel Burstein, a former Raymond James branch manager, has been barred from the industry for 10 years and agreed to pay $80,000 for helping his former father-in-law cover up investment fraud.