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.
Also, wealth.com enters Commonwealth's tech stack, while Tifin@work deepens an expanded partnership.
Back office workers and support staff are particularly vulnerable when big broker-dealers lay off staff.
The fintech giant is doubling down on its strategy to reach independent advisors through a newly created leadership role.
The two firms are strengthening their presence in California with advisor teams from RBC and Silicon Valley Bank.
The high court's decision rebuffing Alpine Securities marks a setback for a broader challenge to Wall Street's reliance on self-regulatory 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.
