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.
Modern Wealth's latest deal for a California-based fee-only RIA marks its fourth acquisition of 2025.
Sen. Warren has warned of private market investment risks due to opacity, illiquidity, and past regulatory issues.
Use of the technology is growing and asset managers see transformative benefits.
Research reveals expectation could be replaced by disappointment.
"Im glad to see that from a regulatory perspective, we're going to get the ability to show we're responsible [...] we'll have a little bit more freedom to innovate," Farther co-founder Brad Genser told InvestmentNews in light of relaxed AI regulations from the SEC.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
