Sources: 'Frustration' Pushes Liz Nesvold to Leave Cresset
After becoming Cresset's first president in May, Liz Nesvold is leaving on Feb. 11.
Source: wealthmanagement.com
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Top News In Broker Protocol Today - Breaking & Trending Today
Mariner Wealth Comes Under Fire In Courts
Mariner Wealth Advisors is facing a number of suits from competitors, including Edelman Financial Engines, Avantax and RWA Wealth Partners.
Source: wealthmanagement.com
J.P. Morgan Sues Advisor For Breaking Non-Solicitation Agreement
J.P. Morgan sued former advisor Nader Joseph Al-Mooshi for allegedly breaking his non-solicitation agreements with the bank after he joined Kestra Financial.
Source: wealthmanagement.com
Move to JPMorgan Is Full Circle for Many First Republic Advisors
The majority of First Republic advisors came to the bank from wirehouses or large brokerages. Now, they find themselves back where they started.
Source: wealthmanagement.com
First Citizens Hopes To Halt Attrition As SVB Wealth Leaves Protocol
SVB's wealth unit will leave the Broker Protocol next week as First Citizens attempts to protect its newly-acquired client assets and workforce.
Source: wealthmanagement.com