Samuel Martin, who managed $135 million at Edward Jones in Beaufort, South Carolina, has set up his own firm, SJ Martin Wealth Management, and affiliated with Raymond James.
Martin, who had been with Edward Jones for eight years, is a graduate of The Citadel and holds a certified financial planner designation.
LPL has closed 56 deals in its succession program, using $690 million of capital, according to William Blair analyst Jeff Schmitt.
The smartest sellers are prioritizing integration support, not just payout multiples, says industry head.
Unequal life expectancy, emotional decision-making, and market swings are rewriting the rules, forcing a rethink on everything from default plans to annuities.
Meanwhile, Wells Fargo reels in a veteran from JPMorgan in Las Vegas, Nevada.
Maine lawmakers have passed a bill authorizing financial institutions to delay disbursements if they suspect financial exploitation of residents aged 62 or older.
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.
