 We noticed that this is a segment that has been underserved by our industry. One of the niche areas of our business will be in that space.”Xerxes Mullan, Avestar Capital |
Merrill breakaway launches RIA with an eye on cross-border wealth
Tobias Salinger | Financial Planning, March 2017
Read the article online >
Summary: An ex-Merrill Lynch adviser opened a new RIA under Dynasty Financial Partners in the fifth new firm launched through Dynasty’s outsourcing platform this year.Avestar Capital will focus, in part, on cross-border wealth planning, particularly clients with inheritances or investments in both the U.S. and India.
Be the first to comment on this Article
