A family-based, five-adviser team managing $427 million at Merrill Lynch has joined the employee unit of Raymond James.
Christopher Beavers, Matthew Beavers, Emma Beavers, Hannah Peterson and Ryan Finglass will open an office for the firm in West Forth Worth, Texas.
The team operates as Beavers Wealth Management, which was founded and is led by Christopher Beavers.
His father, Matthew, joined the team in 2015 after 30 years as a practicing certified public accountant.
Christopher’s wife, Emma, is an adviser overseeing operations, branding and events. She is a former Dallas Cowboys cheerleader.
Advisors can set their practice apart and win more business with a powerful graphic describing their unique business and value proposition.
The Labor Department's reversal from its 2022 guidance has drawn approval from crypto advocates – but fiduciaries must still mind their obligations.
With $750 million in assets and plans to hire a RIA Growth Lead, Autopilot is moving beyond retail to court advisors with separately managed accounts and integrations with RIA custodians such as Schwab and Fidelity.
Elsewhere on the East Coast, a Boca Raton-headquartered shop has acquired a fellow Florida-based RIA in "a natural evolution for both organizations."
After advising on nearly $700 million in retirement assets, 27-year veteran Greg Mykytyn is bringing his expertise in ESOP and 401(k) plans to the national RIA in Texas.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
From direct lending to asset-based finance to commercial real estate debt.