Raymond James Financial Services Inc. announced that it added a father-and-son pair of advisers who had been managing $220 million in client assets at RBC Capital Markets.
James Domgard and his son Christopher J. Domgard operate as Capitol Private Wealth in Lincoln, Nebraska.
James Domgard has 38 years of experience, all of it at RBC Capital Markets and its predecessor, Dain Bosworth. Christopher J. Domgard started at Securities America in 2009 and joined RBC in 2010.
The "Crypto Mom" departure would leave the SEC commission with just two members and no Democratic commissioners on the panel.
IFP Securities’ owner, Bill Hamm, has a long-term plan for the firm and its 279 financial advisors.
Meanwhile, a Osaic and Envestnet ink a new adaptive wealthtech partnership to better support the firm's 10,000-plus advisors, and RIA-focused VastAdvisor unveils native integrations with leading CRMs.
A former Alabama investment advisor and ex-Kestra rep has been permanently barred and penalized after clients he promised to protect got caught in a $2.6 million fraud.
As more active strategies get packaged into the ETF wrapper, advisors and investors have to look beyond expense ratios as the benchmark for value.
Wellington explores how multi strategy hedge funds may enhance diversification
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
