Glenn Israel, who managed $213 million at Edward Jones in Munster, Indiana, has set up his own firm, GFI Wealth Partners, and affiliated with Raymond James Financial Services — the firm’s independent adviser channel.
Israel began his career at Merrill Lynch in 2004 before joining Edward Jones 13 years ago, Raymond James said in a press release Monday.
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
Also, CAPTRUST adds a $300 million planning team from Sanctuary in its home market of Raleigh, and Sequoia Financial Group buys a Boulder family office.
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
