The 17-adviser investment program at Nashville, Tennessee-based FirstBank has moved to Raymond James from LPL Financial.
In August 2020, FB Financial Corp., the parent of FirstBank, completed its merger with Franklin Financial Network, Inc., the parent of Franklin Synergy Bank, which has been affiliated with Raymond James since 2004.
As a result of the merger, FirstBank’s advisers and professionals joined their colleagues at Franklin Synergy.
The combined investment program, which oversees $1.2 billion in client assets, includes 22 advisers, 10 support staff and a branch manager.
The top-ranked RIA by total AUM continues to scale its wealth management arm, bringing its Pennsylvania presence to five offices.
The Reddit trading community's formal comment letter against the proposal is drawing widespread attention across finance and tech circles.
Chicago Partners Wealth Advisors is helping shape the platform's product roadmap after switching from a legacy system.
RIA aggregator adds $4.8 billion in client assets across seven states as demand grows for alternatives to traditional succession models.
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
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
Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline
