Steve Doucette and Collin Habig, who managed $270 million at Edward Jones, have formed Doucette Capital and affiliated with Raymond James Financial Services.
Based in Plainville, Massachusetts, the team has been joined by Louise Boissel, their registered sales assistant.
Doucette had been affiliated with Edward Jones since 2002, while Habig started his career at Edward Jones in 2018.
Wealth management is a key focus for a new service tier.
Advisors can set their practice apart and win more business with a powerful graphic describing their unique business and value proposition.
The Labor Department's reversal from its 2022 guidance has drawn approval from crypto advocates – but fiduciaries must still mind their obligations.
With $750 million in assets and plans to hire a RIA Growth Lead, Autopilot is moving beyond retail to court advisors with separately managed accounts and integrations with RIA custodians such as Schwab and Fidelity.
Elsewhere on the East Coast, a Boca Raton-headquartered shop has acquired a fellow Florida-based RIA in "a natural evolution for both organizations."
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
From direct lending to asset-based finance to commercial real estate debt.
