A team of three advisers managing $350 million at Merrill Lynch in St. Petersburg, Fla., has joined the employee-broker unit of Raymond James, which is headquartered there.
The team consists of Tim Gross, Leslie Gross and Mike Brown, as well as associate Jamila Kravarusic.
Mr. Gross was with Merrill Lynch for 23 years, Ms. Gross for 20 years, and Mr. Brown for the past 14 years, after beginning his career in 1995 at First Union.
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
