Jule Eldridge, Jason Newton and Robb Sasser, who managed $645 million at Wells Fargo Advisors in Florence, S.C., have joined the employee unit of Raymond James.
Mr. Eldridge, who joined a predecessor of Wells Fargo in 2000, has been in the financial services industry for more than 24 years.
Mr. Newton joined Wells Fargo in 2006. He began his career in 2002 at Wachovia Securities and moved to Uvest Financial Services Group in 2003.
Mr. Sasser began his career at a Wells Fargo predecessor firm, First Union Brokerage, in 1996.
From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.
Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.