Terry N. Estes, who managed $156 million at Edward Jones in Monroe, North Carolina, has gone independent and affiliated with Raymond James.
Estes joined Freedom Street Partners, a partnership of independent advisers affiliated with Raymond James Financial Services Inc. and based in Charlotte, North Carolina. He will open a satellite office for the firm in Monroe, a suburb of Charlotte.
Estes had been with Edward Jones since 2000.
“Semiliquid funds are making private markets more accessible but are much pricier than public market funds,” according Morningstar.
Despite record plan participation, many workers remain at risk of inadequate retirement savings as Social Security’s future grows more uncertain.
New tie-ups with Advyzon, RightCapital and PreciseFP reflect growing demand for flexible, connected tools.
The recently rebranded Focus Partners Wealth is growing again, this time with a pending deal for a Fairfax, Virginia advisory firm.
The transaction significantly expands the firm's reach and capabilities.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
