Daniel Kaschmitter and William Gelegotis, who managed $800 million at Wells Fargo Advisors in Salt Lake City, have joined the employee unit of Raymond James.
Mr. Kaschmitter, who began his career at PaineWebber, was with Wells Fargo and its predecessor firms for 18 years.
Mr. Gelegotis, who has more than 40 years of financial services experience, spent the last 18 years with Wells Fargo and its predecessors.
“Unless he has to leave for fraud”.
Hardliners give way to pressure to approve consideration of bills.
Financial resilience is at risk as cost of living strains budgets.
A drop in interest rates and easier access to capital has reignited appetite among private equity-backed consolidators, who accounted for 53% of RIA deals so far this year- their highest share since 2021 according to DeVoe & Company.
Also, Advisor CRM announces a new data integration partnership to ease the pain of client onboarding.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
