Blaine Franklin, who managed $195 million at Edward Jones, has gone independent and affiliated with Raymond James in Rifle, Colorado.
[More: Edward Jones is vulnerable to losing its top producers]
Franklin joins Raymond James Financial Services as owner of Blaine P. Franklin Financial Services, where his team provides personalized wealth management to business owners, families, pre-retirees, retirees and individuals with sudden wealth, Raymond James said in a press release Monday. He is accompanied by client service associate Heather Franklin and office manager Kristin Rubin.
Franklin had spent his entire career in financial services, which began in 1999, at Edward Jones.
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
