A two-adviser team managing $250 million at Wells Fargo Advisors in Charlotte, North Carolina, has joined Janney Montgomery Scott.
Richard Morrow and Tommy Hicks, operating as the Morrow Hicks Wealth Advisory Group, were joined in the move by their associate, Sara Price.
Also joining Janney are Gregory Kuhn, who managed $97 million at Merrill Lynch in New Hope, Pennsylvania; Patrick Witheril, who managed $88 million at Wells Fargo Advisors in Westbrook, Connecticut; and Vincent Crudo, who managed $112 million at RBC Wealth Management, also in Westbrook, Connecticut.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
Whichever path you go down, act now while you're still in control.
Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
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