Two advisers who managed more than $270 million at Janney Montgomery Scott have joined Merrill Lynch. The advisers are based in Merrill’s Bala Cynwyd, Pennsylvania, office in the Philadelphia suburbs.
Scott Nash had been with Janney since 1984, and earlier worked at Butcher and Singer Inc. and Prudential Bache Securities. Anthony Arot joined Janney in 2015.
Two staff members made the move along with Nash and Arot.
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.
Streamline your outreach with Aidentified's AI-driven solutions
This season’s market volatility: Positioning for rate relief, income growth and the AI rebound