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 Reddit trading community's formal comment letter against the proposal is drawing widespread attention across finance and tech circles.
RIA aggregator adds $4.8 billion in client assets across seven states as demand grows for alternatives to traditional succession models.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Shareholder targets FS KKR Capital's directors over alleged portfolio valuation and dividend missteps.
UBS has a history of costly litigation stemming from the sale of volatile investment products.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline
