Janney Montgomery Scott announced the addition of a team of three advisers who were previously affiliated with Wells Fargo Advisors and manage more than $300 million.
The team operates as RCC Wealth Management in Spartanburg, South Carolina, and includes advisers Corey Carson, Ronald Raines and Lindsay Chandler.
Raines has 22 years of experience, according to Janney's press release, while Carson has more than 30 years and Chandler has 15 years of experience.
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.
Treasury's latest tax-exemption crackdown on private schools lands in the wake of a separate push to restrict refundable credits for some immigrant filers.
Workforce trust measures predicted which companies came out ahead during COVID-19. The same dynamic may now be playing out across the AI transition — and the data suggests the spread could be just as wide.
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