Financial Advisors
Ancorato Expands Distribution Team with Key Hires to Strengthen Advisor Support
Ancorato has strengthened its capital markets and advisor support capabilities through strategic hires and partnerships, enhancing access to structured note strategies for financial advisors nationwide.
Freestone Capital Management's Erik Morgan Ranked #6 Among Barron's Top 100 Independent Advisors
Erik Morgan of Freestone Capital Management has been ranked #6 nationally in Barron's Top 100 Independent Advisors, highlighting the firm's growth from $250 million to over $12 billion in assets under management and its significance in the wealth management industry.
Segment Wealth Management CEO Recognized in Barron's 2025 Top 100 Independent Advisors Ranking
Segment Wealth Management's inclusion in Barron's prestigious 2025 ranking highlights the growing importance of independent, fiduciary-based wealth management models that prioritize client interests over commissions.
Former Merrill and Hightower Advisors Launch Independent Wealth Management Firm in Connecticut
Two veteran financial advisors with over $1 billion in managed assets have established Granite Islands Private Wealth as an independent firm to provide fiduciary-focused wealth management services with enhanced resources and technology.
Former Morgan Stanley and Merrill Lynch Advisors Form $2 Billion Wealth Management Firm on Arkadios Platform
Six elite financial advisors from competing global wirehouses have combined to create Longleaf Capital Group, representing a significant shift toward independent wealth management models that offer greater flexibility and comprehensive client services.
Merchant Strengthens Leadership with Appointment of Rich Policastro as Managing Director
Merchant enhances its leadership team by appointing Rich Policastro as Managing Director, aiming to bolster its ecosystem of service partners and support for financial advisors with his three decades of industry experience.