A six-adviser team that managed $300 million while affiliated with Wells Fargo Financial Network has joined the independent channel of Raymond James and rebranded itself as Uinta Wealth Management.
The team — consisting of veteran advisers Chris Williams, Robb Farr, Brad Wittusen, Jeffrey Smith, Roger Thornton and Kelly Holtman, as well as office manager Jana Berry and associate Kristin Craddock — is based in Salt Lake City.
With targeted "comfort calls" and strategically automated follow-ups, advisors who leverage their CRM systems effectively can show up when clients need them most.
The plan could offer $24,000 in relief for some taxpayers, but experts warn of consequences.
"I've seen lots of denial in this business but this GPB thing take the cake," says one industry executive.
Commentary from state-owned publication blasts sale to investor consortium as "spineless groveling," denting Hong Kong-based firm's stock.
Higher interest rates and a strong US dollar, which traditionally act as headwinds, haven't deterred market-stung investors from seeking refuge in the yellow metal.
In an industry of broad solutions, firms like intelliflo prove 'you just need tools that play well together'
Blue Vault Alts Summit highlights the role of liquidity-focused funds in reshaping advisor strategies
