A four-adviser team managing $1.1 billion at Morgan Stanley in Nashville, Tennessee, has gone independent and affiliated with Raymond James.
Randy Campbell, Eric A. Johnson, Mason McGiboney and Stacy Womack now operate as Campbell Johnson McGiboney Wealth Advisors in Franklin, Tennessee.
Campbell, the founder of the team’s practice, began his career in 1990 at The Robinson Humphrey Co., which through mergers and name changes became part of Morgan Stanley.
Johnson began his career 25 years ago at Smith Barney, where he began working with Campbell.
The "Crypto Mom" departure would leave the SEC commission with just two members and no Democratic commissioners on the panel.
IFP Securities’ owner, Bill Hamm, has a long-term plan for the firm and its 279 financial advisors.
Meanwhile, a Osaic and Envestnet ink a new adaptive wealthtech partnership to better support the firm's 10,000-plus advisors, and RIA-focused VastAdvisor unveils native integrations with leading CRMs.
A former Alabama investment advisor and ex-Kestra rep has been permanently barred and penalized after clients he promised to protect got caught in a $2.6 million fraud.
As more active strategies get packaged into the ETF wrapper, advisors and investors have to look beyond expense ratios as the benchmark for value.
Wellington explores how multi strategy hedge funds may enhance diversification
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
