A team of advisers managing $250 million at BBVA have joined the employee unit of Raymond James in Birmingham, Alabama.
Peppi Talley and Jessica Hall have made the move along with adviser Fletcher Talley and client associates Kay Hughes and Lindsay Madonia.
Talley had worked 35 years at BBVA and predecessor firms Central Bank of the South and Compass Bank. Hall joined Compass in 2004.
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.