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.
AI-driven job fears are weighing on retirement confidence, especially among Gen Z and Millennials, Thrivent survey finds
It’s the second time in as many years regulators have penalized Centaurus Financial for lack of compliance with Reg BI.
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.
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
