An advisory team managing $850 million at Citigroup Global Markets in New York has joined the employee channel at Raymond James.
Yaakov A. Ringler and Yonatan “Yoni” Marom lead the Israel Group of Raymond James which focuses on providing global wealth management services to ultra-high net worth and high net worth clients.
They are joined by practice business manager Daniel Lebovitch and client service associates Kevin Scull, Ariel Urban and Joan Brody, Raymond James said in a press release Tuesday.
Ringler had been with Citi for four years, after stints at Goldman Sachs and Morgan Stanley. Marom began his career at Citi in 2013.
Meanwhile, an advisor tuck-in from Edward Jones expands Kestra's Washington, D.C.-area presence, and Janney deepens its Connecticut footprint with an experienced Wells Fargo advisor.
KFN Succession Center pairs advisors weighing retirement with buyers, as next-gen affordability keeps eroding industry-wide.
New CFA Institute research calls for tougher valuation rules and suitability standards as private credit funds court wealth management clients.
Michigan father-son team with nearly 50 years of combined experience joins LPL, while a New Jersey advisor moves from Ameriprise to RJFS.
UBS expert Sarah Salomon says stewardship is built over time, not handed over in a will.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
