Two advisers who collectively manage $120 million in Destin, Florida, and Ofer Levy, who managed $110 million at Merrill Lynch in Aventura, Florida, have joined the employee unit of Raymond James.
Mike Bedsole, formerly with Truist, and Michael Fenn, who was affiliated with Cetera Investment Advisors, have formed the Bedsole Wealth Management Group of Raymond James in Destin, Florida.
Ofer Levy, who joined Merrill Lynch in 2009 after many years in finance, brings with him three staff members.
“The White House has extremely strict ethical guidelines with respect to issues like this,” said Press Secretary Karoline Leavitt.
Just how much does it cost for a financial advice exec to stay out of prison?
The advisor both prices FSK's private loans and gets paid on those prices, the suit claims
The proposal would end decades of paper-first delivery rules, but keeps a paper opt-out and draws early praise from fund and annuity industry groups.
The Trump accounts are “generationally changing” and bring financial literacy to youth, said IRS chief Frank Bisignano.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
