Alberto Sisso is moving to Raymond James' employee unit in Fort Lauderdale, Florida.
The two firms will use the SPAC, Cartesian Growth Corp., to form Alvarium Tiedemann Holdings.
The plan is aimed at small to midsize businesses that have less than $25 million in retirement plan assets
Leslie Marshall of Morningstar joins to discuss the company's upcoming conference, which is the final large in-person conference still standing. Bruce and Jeff also go through the recent American Century conspiracy theory.
The wealth management chief at BMO Financial will succeed Kathy Murphy, who plans to step down before the end of the year.
The deal gives Salt Lake City-based Crewe entry into the Scottdale, Arizona, market.
Geier Asset Management does business as Winpoint Financial and, like MAI, it specializes in serving professional athletes.
Carrie Turcotte and Crystal Walker run NorthShore Financial Strategies in Chattanooga, Tennessee.
While industry groups argue the programs will take business away from advisers, there are still ways to get involved in the retirement planning process.
Known as the Inter Alia Group, four reps and four associates make switch in Portland, Oregon.
