Jacqueline Sergeant

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Wealth Enhancement Group Buys $226M AUM Piermont Wealth

by FA Staff

The RIA has offices in Boca Raton, Fla., and Melville, N.Y.

Morgan Stanley Seeks Restraining Order Against Advisor Who Quit $2B Team

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The bank accused Zakriah Gardezy of stealing confidential client information when he moved to Wealthstone.

Florida Siblings With $580M AUM Exit Merrill Lynch To Join LPL

by FA Staff

The three siblings run a firm started by their father in 1972.

Rockefeller Adds Former JPMorgan Team With $966M AUM In Bay Area

by FA Staff

The six-member team had been with First Republic before its acquisition by JPMorgan last year.

Advisors Apply Lessons Learned From Their Bouts With Serious Illness

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Three cancer survivors offered fellow advisors tips on how to help clients who are dealing with life-threatening illnesses.

Many Millennial Millionaires Looking To Switch Advisors, J.D. Power Says

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Investors' satisfaction saw a significant year-over-year increase due to the stock market performance, the study said.

Wells Fargo Advisor Moves $250M AUM Firm To LPL Independent Platform

by FA Staff

Mark McAnally and his sons Josh and Brandon operate McAnally Investment Group in Booneville, Miss.

Six Strategies For Working With Wealthy Women

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Women's growing share of wealth demands the attention of advisors, an RBC Wealth official says.

Diversity Should Still Be A Hiring Goal, Financial Execs Say

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A panel of financial industry professionals said advisors need to get out of their comfort zone when hiring.

The States With The Most Growth In Number Of Advisors

by FA Staff

The number of CFPs in the U.S. increased by 11.5% over the past three years, says SmartAsset.

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