Chuck Crist, Chuck Gillingham and Ryan H. Jones, who managed $500 million at BB&T Securities in St. Augustine, Florida, have moved to Raymond James & Associates, the firm’s employee adviser channel.
The advisers’ team, which includes a staff of three, operates as Veritas Wealth Management of Raymond James.
The team’s three advisers each have more than 20 years of experience at firms including Wells Fargo Advisors and BB&T Securities.
Large and mega plans show strongest appetite, but fee confusion persists.
Many people are taking a dangerous gamble with their financial future, new study warns.
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 YCharts' 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.
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
