Mayflower Advisors, which managed $3.75 billion as a hybrid affiliate of Wells Fargo Advisors Financial Network, which is known as FiNet, has become an independent registered investment adviser.
The 35-person Boston-based firm is using BNY Mellon Pershing as its primary custodian.
Mayflower is led by co-founders and managing partners Lawrence Glazer, Steven Dimitriou and Lloyd Glazer.
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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