Two Houston-based advisers who had managed about $350 million in assets at Wells Fargo are joining Raymond James' channel for independent advisers, Raymond James Financial Services, the company announced.
Brandon Glasscock and Mandy Haskell are also joining Wealth Partners Alliance, which is a partnership of independent advisers affiliated with Raymond James. They’re joined in the move by staffer Sara Ferrell.
Glasscock began his career at Ameritas in 2000 and had been affiliated with Wells Fargo since 2007.
Haskell started at Commonwealth Financial Network in 2006 and joined Wells Fargo in 2018.
A private partnership, Edward Jones is a giant in the retail brokerage industry with more than 20,000 financial advisors.
Meanwhile, Raymond James and Tritonpoint Partners separately welcomed father-son teams, including a breakaway from UBS in Missouri.
Paul Atkins has asked staff to solicit public comment on novel ETFs, pausing the clock on as many as 24 filings linked to the booming event contracts market.
From 401(k)s to retail funds, Deloitte sees private equity and credit crossing into mainstream investing on two fronts at once.
Big-name defections from Morgan Stanley, UBS, and Merrill Lynch headline a busy two weeks of recruiting for the wirehouse.
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