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.
From building multigenerational relationships to entering new adult planning areas and building healthy financial habits, higher education can be a gateway for advisors to become trusted partners to families.
The wirehouse-focused aggregator's rollout to more than 100 advisors lands as financial advisors race to add tax and estate planning tools.
Also, Orion has added BlackRock, Fidelity, and Vanguard to its custom portfolios suite, and RedBlack has set up a new headquarters after crossing a trillion-dollar milestone.
Also, New York-based Legacy Edge Advisors names its first-ever CEO, while Novare Capital Management hires a Vanguard veteran with a multigenerational planning focus.
Asset managers are racing to bring private market products to retirement plans, but cost and liquidity concerns linger.
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
