Francine Payson and Tarek Salhab, who managed $215 million at Merrill Lynch in Fort Myers, Florida, have joined the employee unit of Raymond James.
The two were joined in the move by client service associates Gail Siebenmorgen and Lynda Demarco.
Payson had been with Merrill Lynch since 1991. Salhab began his career at Morgan Stanley in 2000 and moved to Merrill Lynch in 2006.
New law halts creditors from pursuing debts accumulated through fraud, force, or intimidation against vulnerable people.
As advisors focus more on after-tax outcomes, tax efficiency is evolving from a year-end exercise into a year-round investment discipline.
Zocks has inked an exclusive partnership with mega-RIA Hightower, while Jump becomes the choice AI operating system for Equitable Advisors' field force.
The agency's proposal to rescind the contentious 2024 Biden-era mandate opens up a 60-day public comment period.
The Carmel, Indiana RIA grew nearly 150% in assets since severing ties with its first backer following a FINRA dispute.
As $84 trillion prepares to change hands, advisors who treat estate planning as peripheral are quietly building a sieve, not a book.
In volatile markets, the advisors who win aren't the ones with the best calls - they're the ones whose clients stay the course.
