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Planner Pamela Perskie's advisory practice, which serves musicians, NBA players and real estate and private equity executives, left Mariner to start its own firm.
May 2
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Paul Massey is a co-founder and managing partner at Massey Romans Capital. Previously, he spent 24 years at Raymond James & Associates as a senior investment advisor and branch manager where he managed over a billion dollars in client assets.
May 2
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Advisors managing over around $2.5 billion of assets moved since the start of the week, joining employers such as UBS and Wells Fargo, as some doubt their prospects at the former First Republic under new owner JPMorgan Chase.
May 2
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The banking giant's asset and wealth management arm boasts more than $4.3 trillion of client assets.
May 2
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The median white family reaches retirement with $188,200 saved, compared to $36,000 for Hispanics, and just $25,000 for Blacks.
May 2
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Dawn Moser is a writer at Avalara. She loves learning random facts about history, society, science, and art and secretly finds taxes fascinating.
May 1
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The IRS's $80 billion in new funding means more scrutiny of higher earners.
May 1
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Although First Republic advisors appear relieved by the restoration of stability in coming under the megabank's umbrella, looming culture clashes could bring more attrition — from both the incoming advisors, and those they're joining.
May 1
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Jimmie Lenz is the director of the Master of Engineering programs Fintech and Cybersecurity at Duke University's Pratt School of Engineering.
May 1
