“The unusual is now usual as advisors provide more holistic planning,” Schechter Investment Advisors' CEO says.
Shannon Pierce will replace Dave Churchill, who will remain as vice chairman.
NewEdge has added Stonebridge's offices in Troy and Grand Rapids, Mich.
Marc Henry Menard allegedly lured investors with promised returns of 10% to 20% a month.
Savings account holders with a financial advisor, held substantially higher balances than those without.
The company also added a market director in Oregon and an advisor team in Philadelphia with $170 million in AUM.
Severin will also serve as chief operating officer, the firm announced today.
Good branding is not just choosing a logo, according to Andrew Evans.
The family-owned firm is based in Pepper Pike, Ohio.
Life insurance is still a staple of portfolios, according to the "2024 Trends in Investing" study.
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