Jon Burnett, Daniel Fowler and Chad Carlile, who were previously affiliated with LPL Financial where they managed more than $220 million in client assets, have joined Raymond James Financial Services — the firm’s independent adviser channel.
As president of Burnett Financial Services in Amarillo, Texas, Burnett has more than 24 years of experience in financial planning and investment management. He joined LPL Financial in 2012, Raymond James said in a press release Thursday.
Fowler, owner of Fowler Investment Services in Pampa, Texas, has provided financial planning and strategies to clients since 2012 when he affiliated with LPL Financial.
As president of Carlile Investment Services in Lubbock, Texas, Carlile has more than 19 years of experience in planning and investment management. He joined LPL Financial in 2012.
From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.
Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
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.