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Financial advisor launches new Northwestern Mutual office in Harlem

Part of a push by the company to open offices in underserved areas, Anthony Williams aims to make it “a pillar” of the community, he says.

New yorkUnited statesAnthony williamsQunnie linCerulli associatesDomino pizzaNorthwestern mutualHoward universityNew york cityFinancial planningCentral harlemAsian americanNew york based northwesternIndependent bdsProfessional developmentDiversity and equality

Ameriprise targets young independent advisors with new training program

With planners aging and the industry’s demographics still far out of step with the country’s, wealth managers are bulking up their support for new entrants.

Gary gassmannCassandra oseiMarina shtyrkovAmeriprise associate financial advisor business development programNational blackIts black empowerment advisor community networkCerulli associatesCetera financial groupAssociation of latino professionals for americaHoward universityFinancial groupBlack empowerment advisor community networkLatino professionalsProfessional developmentIndependent bdsSuccession planning

Financial advisor practice Synergy Financial Group launches RIA

The growing practice’s founder dropped his FINRA registration after 14 years with KMS Financial Services.

United statesShannon irwinRenee schroderPalash islamSynergy financial group palash islamLadenburg thalmannFinancial servicesPalash islam synergy financial groupAdvisor groupSynergy financial groupCharles schwabHis california bay areaSecurities americaSan ramonCalifornia based synergy financialCalifornia based synergy

Advisor Group s SagePoint Financial hires Desiree Sii as CEO

As wealth managers compete for advisors, the firm picked a former one to lead it.

Jon henschenJeff auldGreg cornickAdvisor groupMoody investors serviceLadenburg thalmannRoyal alliance associatesHenschen associatesCharles schwabPoint financialFinancial planningReverence capital partners backedSagepoint financialPhoenix based sagepoint financialRoyal allianceInvestors service

Professional Wealth Advisors to merge with HighPoint Planning Partners

The agreement will expand the companies’ recruiting efforts in the bank and wirehouse channels.

United statesDowners groveBryan schneiderCraig ibrahimJosh gerryGladstone financial resources groupTd ameritradeProfessional wealth advisorsHighpoint planning partnersGladstone financial resourcesProfessional wealthM amp aIndependent bdsBusiness developmentLpl financialஒன்றுபட்டது மாநிலங்களில்

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