Raymond James has added a $285 million AUM advisor team to its independent advisor channel, Raymond James Financial Services which recently launched a new in-house talent sourcing service.
Campbell Wealth Management is based in Conway, Arkansas, and led by Scotty Campbell, CRPC, and Jim Campbell, AAMS, who were previously with Wells Fargo and each have around two decades of industry experience.
They are joined by client service associate Lacy Bailey and administrative assistant Shirley Clary.
Raymond James has unveiled a new advisory practice financing option.
Meanwhile, Janney has welcomed three advisors, adding to the six it has added so far in 2025 with a combined $1.4 billion AUM. This builds on its 2024 recruitment tally of 27 advisors managing around $4.3 billion.
In Florida, Integrity Wealth Advisory joins the Miami office with a $260 million AUM practice that includes financial Advisors Ray Sardiña and Susan Rutrough and private client associates Mitzi Sofo and Maia Rearwin. They will only be in Miami until the summer though before moving to a new state-of-the-art facility in Coral Gables which is set to open in July.
And in New Jersey, financial Advisor Al Lynn joins the Bedminster office with a practice managing almost $150 million. He was previously with Raymond James and has been in the industry for almost 40 years.
Janney’s president and CEO Tony Miller recently spoke exclusively to InvestmentNews about the firm's acquisition by KKR, the equity ownership arrangement for all its advisor employees, and how it plans to continue for another 200 years.
Nine-month electronic trading freeze and share lending program at the center of dismissed claim.
Meanwhile, Rossby Financial's leadership buildout rolls on with a new COO appointment as Balefire Wealth welcomes a distinguished retirement specialist to its national network.
With a smaller group of companies driving stock market performance, advisors must work more intentionally to manage concentration risks within client portfolios.
Professional athletes are often targets of scam artists and are particularly vulnerable to fraud.
The brokerage giant tells Wall Street it will use artificial intelligence to reach clients it has never been able to serve — and turn the technology's perceived threat into a competitive edge.
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
