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RIA Roundup: Emigrant Partners Stakes MONECO Advisors

Emigrant adds 21st growth-oriented firm to portfolio of wealth management businesses, while 7 firms announced recruits or acquisitions this week. ....

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Advisory M&A | PLANADVISER

OneDigital acquires third property-and-casualty business in past two months; Ubiquity and DriveWealth bring fractional share trading to small business 401(k)s; Merrill Lynch wealth manager and team joins First Republic; and more. ....

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Rockefeller Capital Management Expands Presence in Texas, Welcomes First Austin-Based Private Advisor Team

Rockefeller Capital Management Expands Presence in Texas, Welcomes First Austin-Based Private Advisor Team
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Rockefeller Parts Ways with $8-Mln Colorado Broker After Five Months

Rockefeller Parts Ways with $8-Mln Colorado Broker After Five Months
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Rockefeller Capital Management Extends Private Wealth Business Across Central Division, Welcomes Team of Six in San Antonio

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Rockefeller Capital Management (“Rockefeller” or the “Firm”) is continuing deliberate growth across the Private Wealth Business, having today announced the firm’s first San Antonio-based team to join in the Central Division.
Martin Lawyer Daniels is led by Elmer Martin, Managing Director and Private Wealth Advisor, Patty Lawyer, CRPC®, Managing Director and Private Wealth Advisor and Brett Daniels, CPWA®, First Vice President and Private Wealth Advisor. The team also includes Associate Vice Presidents and Senior Client Associates Judith Fernandez and Sylvia Hydrick, as well as Client Associate Terry Pawelek. The team comes to Rockefeller from Merrill Lynch Wealth Management and will report to Divisional Director Michael Armondo. ....

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