Christopher Fineburg and Teresa Armel have left Rockefeller Global Family Office, which has become one of the most sought-after options for UHNW advisors, to join Next Capital Management.

Sequoia Sentinel represents about 55% of the firm’s assets and serves clients with a minimum of $20 million.

Effective later this year, FCASH will be the only sweep account option for all new, non-retirement brokerage accounts opened by custody clients.

The deal is the latest example of Choreo partnering with a CPA firm that owns an RIA.  

Taking a strategic approach to insurance is one possible answer to the call for organic growth.

The nation's largest custodian by AUM has cut more employees after concluding TD merger.

The deal adds over 350 retirement plans and about $13 billion in assets to Creative Planning’s existing retirement plan services team.