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.
Divorce is a financial inflection point, not just a legal one and wealth managers need to be part of the process from day one
Nearly three quarters of US households hold tax-advantaged retirement accounts as IRA assets reach $18 trillion.
Robinhood is adding Cortex for Advisors across TradePMR, bringing AI-powered portfolio analysis and tax insights to advisors, while executives say regulatory constraints still prevent AI from directly managing client assets.
As Americans transition from saving for retirement to spending in retirement, new research suggests sustainable income matters more than account balances.
The agreement marks the end of a four-decade sub-advisory partnership while giving Wellington a scaled distribution platform for financial advisors.
As $84 trillion prepares to change hands, advisors who treat estate planning as peripheral are quietly building a sieve, not a book.
In volatile markets, the advisors who win aren't the ones with the best calls - they're the ones whose clients stay the course.
