Glenn Israel, who managed $213 million at Edward Jones in Munster, Indiana, has set up his own firm, GFI Wealth Partners, and affiliated with Raymond James Financial Services — the firm’s independent adviser channel.
Israel began his career at Merrill Lynch in 2004 before joining Edward Jones 13 years ago, Raymond James said in a press release Monday.
Two separate readings of American sentiment reflect worrying outlook
Quarterly refunding, economic data are in focus.
95% of his funds' holdings are in cash amid trade uncertainty.
Report shows trade wars has fueled inflows to funds.
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RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
