Alex. Brown, a division of Raymond James, said it has added Daniel Laiter, a Florida advisor who managed more than $250 million in assets at Merrill Lynch.
Laiter will join the firm’s Brickell Avenue branch in Miami.
According to his BrokerCheck report, Laiter has 25 years of experience. He had been affiliated with Merrill Lynch since 2008, and earlier did stints at Lehman Brothers, Credit Suisse Securities and Donaldson Lufkin & Jenrette.
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.
