Scott Anderson and Matt Anderson, a father-son team managing $428 million at D.A. Davidson in Lake Oswego, Oregon, have formed Anderson Wealth Management Group and affiliated with Raymond James.
Joining them are their service associates Kim Gilkey and Anelia Kaloferova, Raymond James said in a press release Tuesday.
Scott Anderson spent 21 years at A.G. Edwards & Sons before moving to D.A. Davidson in 2005. Matt had been with Davidson for almost a decade.
AI-driven job fears are weighing on retirement confidence, especially among Gen Z and Millennials, Thrivent survey finds
It’s the second time in as many years regulators have penalized Centaurus Financial for lack of compliance with Reg BI.
AI Teammate is embedded within Wells Fargo’s Advisor Gateway desktop platform.
Elsewhere, Ameriprise added a $470 million Wells team in New York, while an ex-Morgan Stanley advisor bolsters UBS' Austin, Texas office.
Financial advisors play an essential role in helping small business owners navigate their transition out of the company — and into retirement.
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