Duo managing $315 million at Wells moves to Raymond James

Duo managing $315 million at Wells moves to Raymond James
Bobby Conville Jr. and Earl Smith are joining the firm's employee unit in Ruston, Louisiana.
JUN 11, 2021

Bobby Conville Jr. and Earl Smith, who managed $315 million at Wells Fargo Advisors in Ruston, Louisiana, have joined Raymond James in its employee channel.

Conville spent nearly 30 years with Wells Fargo and its predecessor, A.G. Edwards. Smith spent 10 years with Wells Fargo.

Latest News

GPB, the priest and a get out of jail card
GPB, the priest and a get out of jail card

Just how much does it cost for a financial advice exec to stay out of prison?

St. Louis pension fund sues FS/KKR advisor over alleged excessive fees
St. Louis pension fund sues FS/KKR advisor over alleged excessive fees

The advisor both prices FSK's private loans and gets paid on those prices, the suit claims

SEC moves to make electronic delivery the default for investor disclosures
SEC moves to make electronic delivery the default for investor disclosures

The proposal would end decades of paper-first delivery rules, but keeps a paper opt-out and draws early praise from fund and annuity industry groups.

Trump accounts could encompass every US family, 70 million children, says IRS chief
Trump accounts could encompass every US family, 70 million children, says IRS chief

The Trump accounts are “generationally changing” and bring financial literacy to youth, said IRS chief Frank Bisignano.

Creative Planning bolsters commercial insurance arm with Lovell deal
Creative Planning bolsters commercial insurance arm with Lovell deal

The Kansas-based RIA giant's latest purchase extends a run of specialized acquisitions that has defined its growth strategy through 2026.

SPONSORED Direct indexing webinar targets tax-loss harvesting amid market swings

Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains

SPONSORED Who builds the income when the pension disappears?

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