Mark Anderson and Tiago Lima, whose team manages $200 million in Colorado Springs, Colorado, has switched their affiliation from Northwestern Mutual to Raymond James.
Their Sovereign Wealth Strategies Group includes eight planners and associates. Anderson and Lima had been with Northwestern Mutual for 10 years. The team provides wealth management to support their clients, which include military service members, veterans and their families in addition to business owners, corporate executives and retirees, Raymond James said in a press release.
Wealth management unit sees inflows of $23 billion.
Deal will give US investment bank a foothold in lucrative European market.
New report examines the impact that the initiative has had on philanthropy.
Few feel confident that they will meet their retirement goals.
Catch-up contributions, required minimum distributions, and 529 plans are just some of the areas the Biden-ratified legislation touches.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
