Advisers Dan Smith IV, Todd Bryant, Eric Carlson and David Pieronowski, who managed about $227 million in client assets at MML Investors Services in Orlando, Florida, have moved to Raymond James Financial Services, the firm’s independent adviser channel.
The advisers will operate as Signature Wealth Partners and will be joined by client services specialists Cathy Stockton, Diane Stallard and Elizabeth Hall. Together they serve a variety of clients including business owners, high-net-worth individuals, pre-retirees and corporate executives.
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The Labor Department's reversal from its 2022 guidance has drawn approval from crypto advocates – but fiduciaries must still mind their obligations.
With $750 million in assets and plans to hire a RIA Growth Lead, Autopilot is moving beyond retail to court advisors with separately managed accounts and integrations with RIA custodians such as Schwab and Fidelity.
Elsewhere on the East Coast, a Boca Raton-headquartered shop has acquired a fellow Florida-based RIA in "a natural evolution for both organizations."
After advising on nearly $700 million in retirement assets, 27-year veteran Greg Mykytyn is bringing his expertise in ESOP and 401(k) plans to the national RIA in Texas.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
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