Brokers moving to firm's indie unit in preparation for succession.
TAMP's Portfolio Target gives advisers an interactive portfolio tool for clients.
Long-time broker-dealer exec will head real estate firm's sales unit
Advisers affiliated with Simi, Calif.-based indie manage $820 million in assets.
Four-person team joins employee business in Richmond, Va.
Five veteran advisers form Socratic Wealth Advisors in Raleigh, N.C.
Nearly 2,300 suspected senior-fraud/exploitation cases reported by 61 firms in study.
Lawrence Allen DeShelter faces 20 years in prison.
The team is comprised of four-advisers, working in Paramus, N.J.
