Two Advisors Just Moved $530 Million - Here's Why Your Wealth Manager Might Be Next
Key Points
- Two veteran financial advisors moved $530 million in client ...
Two veteran financial advisors just pulled off moves worth $530 million in client assets, and it's got the wealth management world buzzing like a day trader who found a Reddit tip that actually worked.
The Great Texas Money Migration
Casper Terpinski, armed with 40 years of experience and $230 million in client assets, recently joined Steward Partners' Dallas office. Meanwhile, Carol Mani Johnston made her own power play, bringing $300 million from UBS to RBC Wealth Management's San Antonio branch. That's half a billion dollars worth of "thanks, but we're outta here" in just one corner o...
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