Stifel is giving its employees $1,500 bonuses in early 2018, Citi Private Bank warns against holding too much cash and the fight over an elderly hermit’s will goes to the courts
Kestra PWS, itself founded by former wirehouse advisors, helps wirehouse exiters go independent. It has helped Modernize open an office at 3075 W. Ray Road in Chandler, Arizona.
“This reduces the conflict of interest and overhead expenses, which are savings passed on to their clients,” according to a press statement.
Sumer has 20 years of experience in banking and private wealth management, both in the U.S. and abroad for firms including JP Morgan, HSBC and Wells Fargo.