Kevin Cooper, who managed $464 million at Morgan Stanley in Boca Raton, Florida, has joined Raymond James & Associates, the employee unit of Raymond James.
Cooper heads Cooper Family Office Consulting of Raymond James, which specializes in intergenerational wealth management, Raymond James said in a press release. He is joined by senior registered client service associate Jean Panarello.
Cooper, who had been with Morgan Stanley since 2013, earlier spent seven years with UBS and 10 years with Merrill Lynch. He began his career in 1992.
The $139 billion TAMP has hired industry veteran Phil Rogerson, unveils $10 million commitment for strategic expansion in North Carolina.
CEO Allen Darby sees a coming shift in M&A dynamics as AI eliminates clerical roles at RIAs, leaving buyers and sellers to negotiate who benefits from the added margin.
Michael Bell explains how the PE push in retirement plans will benefit investors, why warnings around risks may be overplayed, and what it will take to get plan fiduciaries comfortable with private investments.
Research highlights the dominant role of workplace retirement plans and breaks down the major factors dictating workers' IRA rollover decisions.
The wealth tech firm is rolling out its "Do Anything" assistant as leaders and strategists tout the next evolution of artificial intelligence.
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.
