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Raymond James adds $670 million team in South Carolina
INDEPENDENT BROKER DEALERS DEC 02, 2021
Raymond James adds $670 million team in South Carolina

The Clauss & Ellison Group, a three-person team from Merrill Lynch, is joining the firm’s employee adviser channel.

Aspiriant acquires $350 million San Diego-based firm
RIA NEWS DEC 01, 2021
Aspiriant acquires $350 million San Diego-based firm

HearthStone’s seven employees work with 150 clients, including affluent families and professional fiduciaries.

Mariner buys $393 million Phoenix-based firm
RIA NEWS DEC 01, 2021
Mariner buys $393 million Phoenix-based firm

The deal for Robinson Tigue Sponcil is Mariner’s 10th transaction this year.

Raymond James hires Moseley to head recruiting platform
INDEPENDENT BROKER DEALERS NOV 30, 2021
Raymond James hires Moseley to head recruiting platform

Robbie Moseley joins the firm from Edward Jones, where he headed talent acquisition for the eastern region.

Creative Planning acquires $800 million Illinois firm
RIA NEWS NOV 30, 2021
Creative Planning acquires $800 million Illinois firm

The Oak Brook-based Dashboard Wealth Advisors was founded in 2013 by Scott Schuster, who has known Creative Planning CEO Peter Mallouk since their grade school days.

Q3 2021 fixed-income mutual funds
MUTUAL FUNDS NOV 30, 2021
Q3 2021 fixed-income mutual funds

Q3 2021 top equity mutual funds
MUTUAL FUNDS NOV 29, 2021
Q3 2021 top equity mutual funds

Q3 2021 top equity ETFs
ETFS NOV 29, 2021
Q3 2021 top equity ETFs

Q3 2021 top fixed-income ETFs
ETFS NOV 29, 2021
Q3 2021 top fixed-income ETFs

The top 50 fixed-income exchange-traded funds ranked by quarterly returns.

Team managing $1.2 billion at BofA joins Baird
INDEPENDENT BROKER DEALERS NOV 29, 2021
Team managing $1.2 billion at BofA joins Baird

The four-adviser HBGW Group is moving to Baird’s office in Greenville, South Carolina.