An international adviser who managed $200 million in client assets joined Merrill Lynch, the firm said.
Juliano de Souza previously worked at Brazilian wealth management firm BTG Pactual, where he had been since 2011, according to FINRA BrokerCheck records.
De Souza is focused on serving the Brazilian market and will collaborate with fellow
Among Merrill Lynch's other hires,
While recent Financial Planning research found many firms have only a single-digit percentage of their tech budgets allocated to AI, three-quarters of those surveyed said they plan to spend at least somewhat more in the next year.
For the past three years, Leslie Norman, chief technology officer for Dynasty Financial Partners, has been working to help build infrastructure to house the data used in the firm's tech stack.
The numbers on fraud, long-term care costs and aging in America are daunting. Here's how financial planners can help clients prepare.
Amid the tariff-related uncertainty, gold hit an all-time record of $3,500 last month as some advisors and clients look for hedges.
A little-known feature of RMD tax withholdings could help minimize a client's effective tax burden. Not all financial advisors are on board with the strategy.
Regulators say they are seeking fairness, noting that firms that reached deals with the SEC before the start of the year are under fewer regulatory mandates.
