A four-adviser, seven-person team managing $842 million at Merrill Lynch in Salt Lake City has moved to the Raymond James employee channel.
Advisers Steven G. Williams, Kevin Townsend, Steven R. Williams and Pamela Fisher made the switch, along with practice business manager Kim Smith and senior client service associates Barbara Hillman and Anne Beck. They operate as Williams & Townsend Wealth Management Partners.
Steven G. Williams spent almost 30 years at Merrill Lynch.
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.
