Kevin Ruth, most recently head of wealth planning and personal trust at Fidelity Investments, has been named senior vice president of private wealth at Raymond James.
Ruth “will lead the firm’s commitment to providing advanced, custom wealth management strategies for advisers serving high-net-worth and ultra-high-net-worth clients,” the company said in a release.
He is based at the firm’s St. Petersburg, Florida, headquarters.
A 25-year veteran of the securities industry, Ruth developed and implemented private wealth programs at Merrill Lynch and UBS before joining Fidelity.
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.
