A trio of advisers that operates as PDX Wealth Management in Lake Oswego, Ore., and manages $285 million has affiliated with Raymond James.
The three — Matt Jung, Daniel Dunham and Kim Laird — were previously affiliated with Waddell & Reed.
Joining them are Kevin Fredrickson, the firm's head of training and planning, and Megan Layton, executive associate.
Jung had been affiliated with Waddell & Reed for 21 years, Dunham for 16 years and Laird for four years.
Britt is named CFO of Wipfli, a $600 million accounting firm that audits two NFL franchises
The acquisition pairs Zephyr's 21,000-product separately managed account database with Y Charts' newly launched AI agent assistant for investment research.
The war for talent continues in the Sunshine State with as Truist and RayJay teams managing a collective $1 billion in client assets defect to other firms.
Americans now estimate they need $1.2 million to retire comfortably, but rising costs and debt are making that goal increasingly difficult to reach.
Crewe Advisors' Ryan Halliday and Accelerated Wealth Partners' Eric Amar suggest mega RIA's readiness to integrate — not just scale — will determine whether an IPO exit actually works.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
