In a letter to the firm that administers the protocol, J.P. Morgan specified that its participation does not extend to its branch-based advisors, some of whom they are charging in court with soliciting former clients.
BTG, which oversees $50 billion in wealth assets, is considering moving to a bigger office in Miami, where its U.S. wealth-management unit is based.
Doug Flaherty helped many advisors on his team find new homes after Wells exited the international business.
Kandor, which serves international clients, comes under Summit's custom capital model, launched in January.
Wealth Enhancement Group’s acquisition of Pillar Pacific Capital Management is the firm's first in California and gives it the ability to serve Mandarin-speaking clients.
The mergers, acquisitions and advisor moves you may have missed the week of April 19, 2021.
President Joe Biden will propose almost doubling the capital gains tax rate to 39.6% for those earning $1 million or more, an increase from the current base rate of 20%.