Mike Fuller and Rob Barber, who managed $155 million at Raymond James in Arroyo Grande, California, have gone independent and affiliated with LPL Financial through Perennial Financial Services, an office of supervisory jurisdiction.
Fuller had been with Raymond James for almost 25 years. Barber began his career in 2018 at Edward Jones.
The exploratory talks, reported by unnamed sources, speak to a larger trend of traditional asset managers wading further into the alternative assets space.
Claims of merit miss the point, according Stoy Hall.
Expectation of the Fed staying on hold for longer is also rising.
Spoiler Alert: Not as much as they need to, report reveals.
Investment Institute head says European stocks gains will be short-lived.
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