The father-and-son team of Mark Thannisch and Wilson Thannisch, who managed $328 million at Wells Fargo Advisors in Austin, Texas, have moved to the employee channel of Raymond James.
Formerly a practicing attorney, Wilson Thannisch had been with Wells Fargo for five years. Mark Thannisch, who has more than 37 years of advisory experience, had been with Wells Fargo and predecessor firms for nearly two decades.
The father-son adviser duo, along with client service associate Caitlin Kornblum, operate as Thannisch Wealth Management of Raymond James and provide personalized financial planning services to clients, ranging from business owners to endowments and foundations, Raymond James said in a press release Thursday.
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
