The father-and-son team of Mark Thannisch and Wilson Thannisch, who managed $328 million at Wells Fargo Advisors in Austin, Texas, have moved to the employee channel of Raymond James.
Formerly a practicing attorney, Wilson Thannisch had been with Wells Fargo for five years. Mark Thannisch, who has more than 37 years of advisory experience, had been with Wells Fargo and predecessor firms for nearly two decades.
The father-son adviser duo, along with client service associate Caitlin Kornblum, operate as Thannisch Wealth Management of Raymond James and provide personalized financial planning services to clients, ranging from business owners to endowments and foundations, Raymond James said in a press release Thursday.
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.