Four advisers collectively managing $678 million have joined Pinnacle Asset Management, the wealth management arm of Pinnacle Financial, a Tennessee-based bank holding company. The four advisers are now affiliated with Raymond James through its division serving financial institutions and its unit for independent advisers.
Scott Southerland previously managed $179 million at BB&T Wealth in Winston-Salem, North Carolina, where he worked for 14 years.
Jeff Cox spent the last 15 years with Synovus Securities in Atlanta, where he managed $176 million.
Mark Whitley and Josh Holby worked at Wells Fargo Financial Advisors in Charlotte, North Carolina, where they managed $323 million.
Britt is named CFO of Wipfli, a $600 million accounting firm that audits two NFL franchises
The acquisition pairs Zephyr's 21,000-product separately managed account database with YCharts' newly launched AI agent assistant for investment research.
The war for talent continues in the Sunshine State with as Truist and RayJay teams managing a collective $1 billion in client assets defect to other firms.
Americans now estimate they need $1.2 million to retire comfortably, but rising costs and debt are making that goal increasingly difficult to reach.
Crewe Advisors' Ryan Halliday and Accelerated Wealth Partners' Eric Amar suggest mega RIA's readiness to integrate — not just scale — will determine whether an IPO exit actually works.
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
