Amy Bush, who managed $130 million at Edward Jones, has formed Sage Investment Advice and affiliated with Raymond James Financial Services — the firm’s independent adviser channel.
Bush, who joined Edward Jones in 1993, is based in Ingram, Texas.
Bush and client service associate Wendy Mieske provide personalized financial services to a range of clients including business owners, families, women investors, pre-retirees and retirees, Raymond James said in a press release Thursday.
The "Crypto Mom" departure would leave the SEC commission with just two members and no Democratic commissioners on the panel.
IFP Securities’ owner, Bill Hamm, has a long-term plan for the firm and its 279 financial advisors.
Meanwhile, a Osaic and Envestnet ink a new adaptive wealthtech partnership to better support the firm's 10,000-plus advisors, and RIA-focused VastAdvisor unveils native integrations with leading CRMs.
A former Alabama investment advisor and ex-Kestra rep has been permanently barred and penalized after clients he promised to protect got caught in a $2.6 million fraud.
As more active strategies get packaged into the ETF wrapper, advisors and investors have to look beyond expense ratios as the benchmark for value.
Wellington explores how multi strategy hedge funds may enhance diversification
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
