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.
Elsewhere, Wells Fargo Advisors adds a $400 million Morgan Stanley veteran in Naples as an ex-Cetera advisor goes independent with LPL
According to a federal charges Bradley Heppner, 60, received more than $150 million in payments through funneling money from GWG Holdings to a shell company.
A $1B fund allegedly skimmed 30% off the top, then swapped cash for locked-up stock.
Insiders allegedly rewrote projections three times in four days.
TCI Wealth Advisors also has also tapped JIFFYAI to unify onboarding and servicing, while TradePMR adds ICE market data to its Fusion advisor platform
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
