An advisory team managing $850 million at Citigroup Global Markets in New York has joined the employee channel at Raymond James.
Yaakov A. Ringler and Yonatan “Yoni” Marom lead the Israel Group of Raymond James which focuses on providing global wealth management services to ultra-high net worth and high net worth clients.
They are joined by practice business manager Daniel Lebovitch and client service associates Kevin Scull, Ariel Urban and Joan Brody, Raymond James said in a press release Tuesday.
Ringler had been with Citi for four years, after stints at Goldman Sachs and Morgan Stanley. Marom began his career at Citi in 2013.
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.
NFP data shows an engagement gap is holding back retirement readiness despite high trust.
Alan Feutz leaves the wirehouse in Illinois, while a team of five make a break from their Connecticut firm.
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
