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.
Inflation delays treatment while insured patients still fight for medication access
Public support grows for policies that spread AI’s financial gains beyond tech companies.
Investment banking fees rose 30% on a wave of IPOs and megadeals, led by the largest public listing on record.
Series A funding from Portage, Bain Capital, and other investors will fuel data tools designed to speed advisor transitions and cut onboarding delays across wealth firms.
The Minneapolis-based RIA aggregator is adding two North Carolina practices managing nearly $1 billion, pushing its total client assets past $158.2 billion.
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
