A four-adviser, seven-person team managing $842 million at Merrill Lynch in Salt Lake City has moved to the Raymond James employee channel.
Advisers Steven G. Williams, Kevin Townsend, Steven R. Williams and Pamela Fisher made the switch, along with practice business manager Kim Smith and senior client service associates Barbara Hillman and Anne Beck. They operate as Williams & Townsend Wealth Management Partners.
Steven G. Williams spent almost 30 years at Merrill Lynch.
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.
