Don Dentinger, Robert Cregor Jr. and Rebecca Lovan, who managed $502 million at Wells Fargo in Louisville, Kentucky, have joined the employee channel of Raymond James.
The three began their securities careers in the late 1990s and operate as the RiverWealth Management Group of Raymond James.
Staff members Taylor Jessie and Stacy Payne are also making the move to Raymond James.
The fintech giant is doubling down on its strategy to reach independent advisors through a newly created leadership role.
The two firms are strengthening their presence in California with advisor teams from RBC and Silicon Valley Bank.
The high court's decision rebuffing Alpine Securities marks a setback for a broader challenge to Wall Street's reliance on self-regulatory organizations.
Arax acquires a boutique firm's $4 billion RIA business in Michigan as Steward Partners continues its Southwestern expansion.
Wealth management is a key focus for a new service tier.
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.
